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Team of Professionals

Our Team of Professionals

Our culture stems from one core principle: to act as a financial fiduciary. Simply put, a fiduciary puts the needs of others first. We’re united by a shared vision to take care of people, act with integrity, and deliver excellence. Our team of experienced retirement plan experts, investment professionals, compliance and administrative specialists, and attorneys are dedicated to assisting you in designing and servicing the most effective plan possible, resulting in positive outcomes for your organization and employees. We stay informed on the latest regulatory and industry updates, and don’t lose sight of what's most important – you. If you are ready for a strong partner you can trust, our team is ready to support you.

Chris Daley  
Senior Retirement Client Advisor, Market Leader, SVP  

Eric Foy  
Retirement Client Advisor, VP  

Brittani Stephenson  
Associate Retirement Client Advisor, VP   

Jason Miller  
Retirement Client Advisor, VP  

HTLF Retirement Plan Services are offered through HTLF Bank. HTLF Retirement Plan Services does not provide tax, accounting or legal advice. Products offered through HTLF Retirement Plan Services are not FDIC Insured, are not bank guaranteed and may lose value, unless otherwise noted.