My not so 9 to 5! Tate Hartman CFP

Name:

Tate Hartman CFP®

Company:

Heartland Financial Services, a division of Heartland Credit Union

Title/profession:

Financial Advisor

Age:

32

What time does your alarm go off?  

I’m typically up between 5:30 am and 6:00 am.  Our alarm clocks are our rescue dogs, Ryken and Ragnar, whining to go for a walk.  Unfortunately, they don’t have a “snooze” button.

What is the first thing you do when you wake up? 

It depends on the day.  My wife, Danielle, and I split shifts on walking the dogs.  If I’m not walking them first thing, then I’m getting a workout in.

What do you do for lunch; eat in, out, go to the gym, meetings or work through? 

My lunch habits are pretty boring.  I usually go home and make a PBJ or ham sandwich with some chips and an apple.  I get to break up the routine on Thursdays when I head to Engrained for my Rotary Club meeting, and every couple of weeks I’ll get together with a friend and eat out somewhere like Gyro Stop.

What are your work hours (be honest)? 

I’m in the office from about 8:30 am – 5:00 pm on the weekdays and I try to get in about every other Saturday from 9:00 am – 12:00 pm.  Of course, that’s just the office hours.  After work, I usually spend an extra hour or two getting paperwork cleaned up, reviewing accounts, or studying for the CFP® board exam.  Since being interviewed, Tate has successfully completed passed the CFP® board exam and earned his CERTFIED FINANCIAL PLANNERTM certification.

What do you enjoy most about your job? 

The thing that really motivates me is helping people and making a difference in their lives.  My educational background is in clinical psychology (Bachelor’s and Master’s), but after grad school, I knew clinical counseling just wouldn’t be the right fit for me.  I’m still in a role where I still get to do a lot of research and number crunching, but I’ve shifted my focus to helping my clients generate and protect their wealth.

What do you least like about your job? 

There can be a lot of misconceptions about this industry.  Some people might think financial advisors are like the stock brokers of “The Wolf of Wall Street” or “Boiler Room”.  In reality, my job is to get to know my clients, help them develop their financial goals, figure out what challenges they are currently facing or could face, and come up with strategies to help them overcome those challenges and achieve their goals.

What do you do to develop relationships with potential clients (business development? 

I’ve been reaching out to a lot of HCU members to introduce myself and let them know that we have a Financial Services department at our West White Oaks branch.  I’ve also been hosting presentations once a quarter on different financial planning topics like college planning and retirement income planning.  In addition to that, I try to attend different networking events in the area and just meet new people.

Which organizations are you a member of/volunteer for? 

I currently sit on the Board of Trustees for Brother James Court, a residential, intermediate care facility for men with developmental disabilities.  I’m also serving as the Treasurer for the Springfield Jaycees for 2017.  I’m a member of the Rotary Club of Springfield – South and will serve as President-Elect for the 2017-2018 term.  Finally, I’m a member of the National Customer Service Association – Central Illinois Chapter.

What is the first thing you do when you get home? 

The first thing I do when I get home is relaxing.  I usually get about 10-15 minutes before Danielle and the dogs get back from their afternoon walk.  After that, I take over dog duty and play with the boys while Danielle works out.

What’s the last thing you do before you go to sleep? 

I usually watch a movie or a little TV, like Vikings (where we got the name “Ragnar” for our dog), before heading to bed.  Netflix has been great for that, except when a show is so good that it’s tough to turn it off.


Heartland Financial Services is a division of Heartland Credit Union (HCU).  Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.  Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC.  MSTC and HCU are not affiliated.