Insurance and investment products are not obligations, or guaranteed or insured by the bank, the FDIC, or any other government agency. Investments are subject to risk, including possible loss of principal.
Meet The Team
Steve Arnett
Relationship Manager – Trust
Office: 888-554-5499
Wealth Management division manager with over 30 years’ experience in banking, trusts and investment services. Steve holds an MBA in Finance from University of Minnesota and a BSBA in Finance/Economics from Rockhurst University. He manages investments and farms for individuals, institutions, and trusts. Steve is committed to helping families wisely achieve their financial goals to provide for generations to come.
Cole Arnett
Wealth Manager Analyst
Office: 888-554-5499
Cole joined the Heritage team full time in May 2024 and is on track to become a Wealth Manager/Trust Officer. He is deeply immersed in Steve’s school of trust and investment management. Cole has long enjoyed studying markets, economics and investing and is enjoying helping customers make wise investment decisions. He graduated from Wayne State College in 2024 with a BA degree in Agricultural Economics. Cole had a busy 2024…after graduation he moved to Aurora and married Molly. Cole was born and raised in Wood River.
Sam Moyer
Chairman
Office: 888-554-5499
Sam is semi-retired but still heads the Heritage Group, where his 44 years’ experience in banking, investments and law is invaluable. He holds a LLM in Tax Law from New York University, a Juris Doctorate from the University of Nebraska, and a BS in Accounting from the University of Nebraska-Lincoln. Sam enjoys crafting business succession and estate plans to keep businesses and farms in the family.
Our Trust Operations team provides the day-to-day operations of the trust department. Aby and Angie execute trades, move funds, balance accounts, and answer customer questions. Aby joined us in 2023 after working in several areas of the bank, thus bringing valuable overall banking knowledge to our customer relationships. Angie has been with the department since 2021, and has learned every part of our trust operations. Both Aby and Angie have a strong desire to provide excellent customer service.
Why Choose Heritage Trust and Investment Services?
- Team of three professionals to serve you
- Specialized training including Master’s of Business Administration (MBA) degree concentration in finance, Master’s degree (LLM) in tax law, BA in Economics
- Success. $350 Million in assets managed and growing. Come learn why so many people are enlisting our services
- Continuity of relationship—very little turnover in our 30+ years of operation so you can count on your Trust & Investment Officers to be there when you need us
- Heritage Bank is one of the strongest, most sound, banks in Nebraska. Because of our commitment to excellence, you can rest easy knowing we’ll be here for generations to come
Our Services:
- Asset management – Wise management of your assets, from stocks and bonds to farms and homes.
- Custodian of assets – We will manage all the details, such as collecting and recording dividends and interest.
- Administration – We make sure all the directions in your trust or will are followed.
- Bill payment – Expenses are paid timely.
- Tax filing – We provide the supporting documents to your accountant
- Statements – Complete, accurate statements of all activity are provided to beneficiaries.
- Distributions – Your beneficiaries receive their distributions as you direct.
- Termination – Final closure of your trust or estate is handled professionally, and again, as you direct in your trust or will.
- Charitable Trusts
- Foundations
Our Commitment to You:
Heritage Bank’s knowledgeable, experienced Trust & Investment Services team will:
- Work to understand your goals
- Provide options and recommendations for your consideration
- Create a sound long-term strategy to achieve those goals
- Ensure that your wishes are carried out without jeopardizing relations within your family.
- Most importantly, we’ll give you peace of mind.
For more information, contact any member of our team at 1-888-554-5499.