Jason Mcpeak Email & Phone Number
Assistant Vice President and Wealth Advisor @ Heartland Bank and Trust Company
Jason Mcpeak's Location
Bloomington, IL, US
Jason Mcpeak's Work
- Assistant Vice President and Wealth Advisor @ Heartland Bank and Trust Company
- Asset Management and Trust Services (AMTS) Wealth Advisor III @ Heartland Bank and Trust Company
- Financial Services Certified Professional® Moderator @ The American College of Financial Services
- President @ Society of Financial Service Professionals - Detroit Chapter
- President Elect @ Society of Financial Service Professionals - Detroit Chapter
- Second Vice President @ Society of Financial Service Professionals - Detroit Chapter
- Director @ Society of Financial Service Professionals - Detroit Chapter
- Team Lead and Senior Financial Planner @ COUNTRY Financial®
- Senior Financial Planner @ COUNTRY Financial®
- Financial Planner @ COUNTRY Financial®
Jason Mcpeak's Education
- College for Financial Planning
Financial Planning and Services
2016
Jason Mcpeak's Skills
- Life Insurance
- Financial Planning
- Disability Insurance
- Retirement Planning
- Insurance
- Term Life Insurance
- Business Process Improvement
- Health Insurance
- Business Process Mapping
- Fixed Annuities
Jason Mcpeak's Summary
Jason McPeak, based in Bloomington, IL, US, is currently a Assistant Vice President and Wealth Advisor at Heartland Bank and Trust Company, bringing experience from previous roles at Heartland Bank and Trust Company, The American College of Financial Services and Society of Financial Service Professionals. Jason McPeak holds a Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Life Insurance, Financial Planning, Disability Insurance, Retirement Planning, Insurance and more, Jason McPeak contributes valuable insights to the industry. Jason McPeak has 2 emails and 1 mobile phone number on RocketReach.
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