Heartland Wealth Management

04/03/2026

In observation of Good Friday, our office will be closed Friday, April 3rd and we will reopen Monday, April 6th.

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.

Please note that some financial markets will be closed due to this sacred occasion.

01/01/2026

We want to wish you a Happy New Year!

Can you believe it is already the new year?

Do you have any New Year’s resolutions? Is the goal of getting your finances in order part of your resolution? If so, reach out to us to schedule an appointment!

12/29/2025

If you see Nicki out and about, wish her a very Happy Birthday! We hope your day is filled with all of your favorite things, Nicki!

12/25/2025

We wish you and your family a very Merry Christmas. We hope your holiday season is filled with joy!

12/22/2025

The holiday season can bring joy, but also stress, pressure, and a long list of expectations. A new report found that 60% of Americans felt stressed heading into the holidays, while nearly 70% reported feeling pressure to appear happier than they truly are.

According to workplace culture expert Jennifer Moss, small “micro-actions” may help people navigate overwhelming moments with more steadiness. Here are a few of the expert-backed ideas highlighted in the piece:

▪️Label the feeling: Naming an emotion may help reduce stress.
▪️Appreciate a person, not just a thing.
(Gratitude aimed at someone can strengthen a connection.)
▪️Notice something neutral or positive to interrupt negativity bias.
▪️Replay one good thing before bed to shift attention.
▪️Take a break from comparison on social media.
▪️Tune into your senses during busy or loud environments.
▪️Offer silent gratitude during tense family moments.
▪️Do one tiny act of generosity, like thanking a retail worker.
▪️Let go of one expectation to reduce pressure.
▪️Move more slowly to steady your nervous system.
▪️Try a 30-second “awe scan” outdoors: Briefly focus on something striking in
nature to interrupt stress.
▪️Celebrate small wins to build momentum.

These gentle resets aren’t about forcing joy; they’re about finding moments of calm in a very full season.

12/11/2025

Follow the link below to see your pictures from tonight♥️

https://andersonbphotography.shootproof.com/gallery/29173701

12/08/2025

Give a big cheer and join us in celebrating one of our fantastic advisors, John Harris, with a very Happy Birthday!

12/03/2025

We are fortunate to work for a company that not only values hard work but also encourages us to give back to our communities. Volunteering has been such a rewarding experience, and it’s amazing to see the positive impact we can make together. Whether it's helping out at local food drive, making meal boxes for local churches, or mentoring the next generation, every small act of service counts.

We’re so thankful for these opportunities to give back and make a difference in the lives of others. Here’s to continuing to serve, grow, and inspire change, one act of kindness at a time!

11/14/2025

What an incredible thing to be apart of! We are grateful to see first-hand the impact such selflessness has made on our community and state. If you'd like to find ways to give back, reach out to us! Concurrent Investment Advisors

When Lois Conklin walked into Monroe Elementary School earlier this week, the surrounding classroom technology and equipment shocked her.

10/31/2025

Join us in wishing Esmeralda a very Happy Birthday! We are proud to have her as an essential part of our team! We hope you have the best day Esmeralda!

10/15/2025

We are experiencing technical difficulties with our phone lines. We are working diligently to resolve these issues. If you need immediate assistance please contact us by our emails. Thank you for your patience.
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10/01/2025

Our team takes great pride in helping fulfill wishes for Oklahoma Make-A-Wish children and their families! Come on, Barbie, let’s go party!

“Even if you can’t make it perfect, you can make it better.” - Barbie