About

Glenn spent most of his younger years growing up in North Central Pennsylvania, the second of nine children in his family. Glenn loved (and still loves) being outside, fishing/hunting, and helping his dad and uncles with farm responsibilities. Through his teenage years, he lived briefly in Southern Illinois and followed by upstate New York, before his family moved to the NY/NJ area.

Glenn met his future wife at a local youth group when he was sixteen and she was fifteen. After developing a friendship and eventually dating, they were married in their early twenties and began their family together. Their children Matthew, Michael, Annamarie and Arabella came along soon after.

After initially running small businesses, Glenn began his finance career in 2006 in the hedge fund industry. Due to his desire to help people in a more tangible way, he moved to personal financial planning in 2011 by starting his own firm. After a merger with the Heckmann Financial team in 2022, Glenn became a partner and the leader of the Heckmann Financial Advisor Teams. His leadership role is centered around ensuring alignment of planning philosophies, and world-class service for the benefit of every family we serve.

• CFP® - CERTIFIED FINANCIAL PLANNER™ certification
• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation
• RICP® - Retirement Income Certified Professional designation
• WMCP ® - Wealth Management Certified Professional
• CEPA® – Certified Exit Planning Advisor

About

Kurt was born and raised in Middleton, WI. He graduated from his high school in 1994 and went on to attend Basic Training after joining the US Army Reserves. While serving his time in the Reserves, Kurt completed his undergraduate degree in Finance at UW-Whitewater in 1999.

From there, Kurt worked 10 years with two investment companies in Milwaukee mostly focusing on helping financial advisors manage and grow their businesses before joining Heckmann Financial in 2009.

When he is not at work, Kurt raises 3 beautiful daughters (Devan, Emily and McKenna) with his wife, Julie. They currently live in Middleton with their two Labrador Retrievers. In his spare time, Kurt enjoys traveling to National Parks, coaching or watching his daughters play sports, hunting, hiking, and camping.

Last Favorite Show on Netflix/streaming service: The Night Agent

Last Favorite Book He Read: Extreme Ownership

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• CIMA® - Certified Investment Management Analyst®

About

Andrew was born in La Crosse, WI and grew up just north of Milwaukee. He attended UW-Madison for undergrad where he was a member of the Golf Team and graduated with a BS in Economics. He worked as a Financial Advisor for a mutual fund company fresh out of school and then as an advisor for a firm specializing and advising on employer sponsored retirement plans. Realizing he would rather help families achieve their financial goals through a life goals driven plan, he joined Heckmann Financial in 2018.

When he is not at work, Andrew raises his 2 wonderful daughters (Lucy & Maggie) with his wife Megan. They live in Waunakee, WI and spend as much time as the weather permits outdoors. You can typically see Megan & Andrew chasing after their girls at the pool, ice rink, sledding hill, gym, park or wherever else they are having fun.

When time permits, Andrew still enjoys golfing as well as travelling with his family. He’s currently catching up on all the Disney movies with his daughters that he’s failed to watch over the last 15 years with the Toy Story franchise, Moana, Encanto and Cars as his favorites.

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• ChFC® - Chartered Financial Consultant designation

Tyler grew up in Ottumwa, Iowa and as a lifelong Hawkeye fan he always knew he would attend the University of Iowa. Upon graduation Tyler and Brooke (his bride to be) moved to Denver CO, where he started his career in the financial services industry at JP Morgan Chase and took full advantage of the Rocky Mountains - skiing, snowboarding, camping, and fishing. After getting married in Downtown Denver Brooke and Tyler welcomed their first son, Carter. With thoughts of an expanding family, Tyler and Brooke knew the Midwest is where they wanted to be and ultimately relocated with JP Morgan to Wisconsin in 2012. After arriving, Brooke and Tyler welcomed two more sons, Reid and Cashin and call Waunakee, WI home.

Shortly after their arrival to the Midwest Tyler left JP Morgan to pursue his passion of financial planning, joining Northwestern Mutual and Heckmann Financial in 2015. He currently has his ChFC® and CFP® designations and enjoys working with clients to define financial independence and position themselves to achieve all of their financial goals.

When not at work Tyler loves supporting the boys in their sports activities. When he’s not cheering loudly on the sidelines Tyler enjoys playing golf, fly fishing, bird hunting, and travelling.

Favorite streaming show: Succession (HBO)

Favorite recent read: The Power of One More – Ed Mylett

• CFP® - CERTIFIED FINANCIAL PLANNER™ certification
• ChFC® - Chartered Financial Consultant designation
• RICP® - Retirement Income Certified Professional designation
• CEPA® – Certified Exit Planning Advisor

About

Rod was born in San Salvador, El Salvador. He is the youngest of 3 and had the opportunity throughout his childhood to move around. After leaving El Salvador he spent time in northern Alabama, southern Texas, Dallas, and Northern New Jersey. Rod completed his undergraduate degree at Penn State University. After college he briefly worked at the US House of Representatives before quickly realizing his passion was in helping people through finance and not politics. He made the move to finance by joining Northwestern Mutual in 2017.

Rod is a CERTIFIED FINANCIAL PLANNER™ professional and has spent time serving in and learning about every role of our organization including Planning, Operations, Trading, and Advising. He ultimately found that his talents are most beneficial to our client families through the role of Private Wealth Manager, and we couldn’t agree more. He loves helping clients pursue their most rewarding life.

When he is not at work, Rod spends most of his time with his fiancé Jamie and their two dogs – Kiki and Rico Suave Jr or, spoiling their nieces and nephews. They currently reside in Lancaster, PA. Rod’s hobbies include spending time with family, listening to music/podcasts, and travel – road trips in particular.

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• ChFC® - Chartered Financial Consultant
• CAP® - Chartered Advisor in Philanthropy

• FINRA Series 7, 63 and SIE registrations

About

Tia was born and raised in Madison, WI. She is 1 of 6 kids so she knows what it’s like to grow up in a full house! She graduated from the University of WI – La Crosse in 3 years with a Bachelor of Arts in Psychology and Spanish.

Tia has spent her professional career with Northwestern Mutual in many different areas, learning the ins and outs of recruiting, development and financial planning! She has found a passion for teaching and watching others succeed both in their personal lives and financial lives. Tia knows the impact that a sound financial plan can have in people’s lives!

Tia is married to her high school sweetheart, Zach.  They live in Waunakee, WI with their 9-year-old Australia Shepard, Leo. When she is not working you can find her spending time with her husband and family.  In the summertime you can catch them at the gym, playing pickup volleyball, golfing or going to sporting events for her siblings.  In the winter, you’ll find them hitting the slopes or trying out a new supper club. When she is not out and about, she is likely sipping on a cup of coffee cozied up at home, watching a comedy show or movie.

• ChFC® - Chartered Financial Consultant designation

Lukas is from Middleton, WI and is the second of four kids. He attended the University of New Orleans for undergrad and played his collegiate golf there. Lukas studied mechanical engineering for a grand total of 3 days before promptly changing his major to finance. COVID-19 and Hurricane Ida hit New Orleans while Lukas was in college prompting online classes and early graduation. Lukas spent 3 years building his own financial planning practice at Northwestern Mutual before deciding his impact would be larger at Heckmann Financial. He joined the team in 2024.

Lukas met his wife Olivia during their senior year of high school. They got married in 2022 and moved to Charleston, SC shortly after. They enjoy taking walks on the Charleston peninsula, relaxing on the beach, and date nights at the many Charleston restaurants.

Lukas spends the rest of his time golfing, playing board games, and completing any puzzle in front of him. He enjoys vacations with his family and keeping up with new movies and TV shows.

Favorite Movie: The Dark Knight

Favorite Golf Course: Teeth of the Dog

• CFP® - CERTIFIED FINANCIAL PLANNER™ certification
• ChFC® - Chartered Financial Consultant designation

About

Randy Hall has been in the Northwestern Mutual system for over 24 years. He began as an intern in one of our Chicago offices in May of 1999. From there, he moved to New England in 2006 and has been there since.

He’s a self-described “geek” and loves continual learning. He says that this additional knowledge and research allows him to better serve his clients. His wife, Chrissy, on the other hand, just likes to make fun of him saying that no one is supposed to have more letters after their name than in it!

Randy and Chrissy reside in Bellingham, MA and have five beautiful children: Kimberly, Robbie, Andrew, Katie and Jack. In his free time, Randy loves to play and coach sports. He loves playing softball all summer, skiing all winter and does CrossFit year-round. Otherwise, Randy really enjoys cooking on his smoker and is in the process of getting his helicopter pilots license.

• CFP® - CERTIFIED FINANCIAL PLANNER™ certification
• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation
• RICP® - Retirement Income Certified Professional designation
• WMCP ® - Wealth Management Certified Professional
• AEP – Accredited Estate Planner

About

Andrew is a Colorado native who became a financial planner after originally joining Northwestern Mutual as a client at the age of 27. At the time, Andrew was introduced to an advisor, and as he was planning for a bright future with his new wife Kristen, he decided he could have a similar impact in people’s lives. 

Andrew loves helping clients realize their full potential. He teaches concepts and strategies that raise the confidence of his clients and allow them to confidently live their best life. Andrew also applies his professional experience by serving on the board of the Imagine! Foundation, as the president of the Boulder County Estate Planning Council and dedicates his time as a Professional Mentor at the University of Colorado Boulder - Leeds School of Business.

When not in the office, you can find Andrew soaking up time with his wife and their children, Harper and Jack, minding the BBQ smoker and doing his best to take advantage of every day by enjoying all that Colorado has to offer.

• CFP® - CERTIFIED FINANCIAL PLANNER™ certification
• RICP® - Retirement Income Certified Professional designation

About

Growing up on an 800-acre family hunting preserve, Adam learned a lot about hard work and patience. His childhood was spent immersed in the day-to-day chores of raising and hunting animals, caring for the land, and supporting the family business. Now, as a wealth management advisor, he applies that same discipline to help clients find freedom from their finances and truly spend their lives living.

Adam has been in the Northwestern Mutual system since 2013. He views his work as a road for continued growth and is always looking to get better for those around him. Adam is married to his wife Cristin and has two children (Warren and Reagan). The most important role he plays is a role model to his children. Teaching them the values of integrity, discipline, and hard work. That easily transitions to the services he provides to his clients.

Adam and his family live in Southeastern Wisconsin. He encourages clients to spend life living, and he puts that advice into practice into his own life too. Having been diagnosed with multiple sclerosis (MS), Adam has a newfound appreciation for what really matters in life. When he’s not in the office, he enjoys spending time with his wife and children, and they often spend weekends at a sporting clay range, hiking, hunting or at the lake (anything outdoors). Adam aspires to make it to the Wisconsin Sporting Clay Association’s Hall of Fame and maybe even compete in the Olympics someday.

• WMCP® - Wealth Management Certified Professional

About

Bryan was born and raised in Reedsburg, WI. He was the middle of 5 children and grew up raising beef cattle and feed crops. He graduated from his high school a semester early in 2004 to attend Basic Training after joining the WI Army National Guard as an Infantryman. From there, Bryan served one 12-month tour in Kuwait and two 9-month tours in Iraq while completing his undergraduate degree at UW-Madison. After graduating in 2012, Bryan went active-duty Army as an Infantry Officer. He served at Ft. Moore, GA and at Joint Base Lewis-McCord, WA.

Bryan left the military in 2016 to become an operations manager at a window manufacturing facility. He did this while also earning his UW-Madison MBA. It was during his MBA program that Bryan learned his love of finance and joined Northwestern Mutual in 2021.

When he is not at work, Bryan raises 3 wonderful children (Walter, Miriam, and Bernadette) with his wife, Eileen. They currently live in Prairie du Sac, WI where their Irish Wolfhound (Clara) is a local celebrity as a Certified Therapy Dog with Dogs on Call. In his spare time, Bryan enjoys working out, gardening, working on projects around the house, reading, playing video games, hunting, fishing, and camping.

Last Favorite Show on Netflix/streaming service: Murder Mystery 2

Last Favorite Book He Read: Personal Memoirs of Ulysses S. Grant

• MBA – Master of Business Administration
• ChFC ® – Chartered Financial Consultant
• CFP® - CERTIFIED FINANCIAL PLANNER™ certification

About

Isaac was born and raised in Middleton, WI. He was the oldest of 4 children and grew up playing just about every sport and the piano. He quickly gravitated towards basketball and golf and played competitively through high school. He graduated from his high school in 2018 and went on to complete an undergraduate degree at UW-Madison where he majored in Finance and Risk Management.

His first exposure of working with Northwestern Mutual came in the summer of 2021 during which he had in internship in Indianapolis, IN. While completing his last semester back in Madison, he continued to work as an intern with Northwestern Mutual. After graduating in December of 2021, Isaac joined Northwestern Mutual full time and worked in the Planning department for a year and a half before switching to his current role as a Lead Advisor.

When he is not at work, Isaac helps coach a 7-8th grade basketball team throughout the winter. He currently lives in Madison, WI. In his spare time, Isaac enjoys spending time with his family & friends, golfing, playing basketball, tennis, chess, & fantasy football. He also plays the piano often at his church on Sunday mornings.

Last Favorite Show on Netflix/streaming service: Outer Banks, Season 3

Last Favorite Book He Read: Die With Zero

About

Davina was born in California and subsequently moved to Oregon, California, Nevada, California, Indiana, Michigan, California, Arizona, Tennessee, Michigan, Tennessee and Wisconsin all before she turned 20. Such is the life of a preacher’s kid. She has lived in southern Wisconsin since her family moved here in 1988.

Davina has 3 amazing adult kids and is a very proud “Granana” to 1 grandson. When she isn’t at work she enjoys spending time with her grandson, her family, and volunteering at Feathered Friends Parrot Sanctuary & Rescue in Edgerton, WI.

Davina’s heart’s desire is to help people, which makes her a perfect fit at Heckmann Financial. She delights in finding ways to accomplish what is needed to affect positive outcomes for the families we work with. Her strong attention to detail and follow through ensure that nothing ever slips through the cracks. Davina strives to be a positive influence on everyone she meets. You could say she has friends she hasn’t even met yet, and if you get the chance to meet her you’ll see why!

All-time Favorite Movies: A Knight’s Tale and The Princess Bride

All-Time Favorite TV Shows: MacGyver and The Pretender

All-Time Favorite Books: The Circle Series by Ted Dekker

About

Linnea was born and raised in the Middleton/Cross Plains, WI area. She has one brother who has become a best friend. She graduated from Madison College with an Associate Degree in Business as well as Upper Iowa University with a Bachelor of Science in Business with a minor in Law. She also obtained a Master of Legal Studies degree from the University of Illinois.

Linnea has spent her professional career in both the private and public sector and has a great passion for assisting people. Over the years she has been in several support roles and created countless meaningful relationships. She enjoys helping people realize how their financial goals can be achieved and the impact that achievement can have on their lives as well as the lives of others.

Linnea lives near Middleton, WI with her family. When she is not at work, Linnea enjoys spending time with her family and friends. She also enjoys attending sporting events and spending time outside. When the weather isn’t great, she likes to spend time indoors reading or watching new shows or movies.

Chase was born and raised in Iron Mountain, MI, as the middle child of three. From a young age, he was deeply involved in athletics, with a passion for wrestling.

After high school, Chase joined the Marine Corps as a Military Policeman and became a martial arts instructor. After leaving the Marine Corps in 2017, he pursued his education and graduated from Edgewood College with a degree in Business in 2021.

Chase's career path took him to Northwestern Mutual, where he interned and then transitioned to a full-time role as an Associate Financial Advisor. After two years, he took a role with the State of Wisconsin Investment Board, working on the Private Markets/Funds Alpha team as an Investment Operations Analyst. In 2025 Chase joined Heckmann Financial, where he brings his diverse experience in finance, investment operations, and a passion for client-focused service to the firm.

Chase now calls Deforest, WI, home, where he lives with his wife, Kayla, and their two beloved dogs, Ralph and Winston. They love exploring new restaurants and taking long walks with the dogs. In his free time, Chase enjoys gardening and hiking, and when indoors, he loves cooking, experimenting with new recipes, brewing beer, and diving into a good book.

• CFA® - Chartered Financial Analyst designation

About

Mike was born in Wisconsin and currently lives in Muskego with his wife and three children.  He completed his undergraduate degree at the University of Wisconsin – Milwaukee. After college he became a Forman and worked in the natural gas industry in Chicago, IL for 15 years. He displayed a commitment to increasing working knowledge by completing cross training activities throughout the company obtaining over 75 certifications. Mike currently uses his previous work experience to help clients live their lives to the fullest independently and with an advisory relationship. His passion for education and helping clients is exemplified by how quickly he can manage tasks and communications to provide quality financial planning support.

Mike is life and health insurance licensed and is currently working on his securities registrations. He has spent time learning about every role of our organization including, Operations, Planning, and Advising. His true talents are evident when he meets with our clients and their families to provide financial guidance and encouragement. He loves learning about people, their stories, and their dreams and helping everyone live their best life.

When he is not at work, Mike enjoys spending time with his wife and children fishing and spending time outside, woodworking, and long-distance trail running. To date, he has completed four marathons and a fifty-mile ultra marathon.

Kurt began his career on the American Stock Exchange as a market maker, serving as a specialist on a book of ETF’s and Structured Products. He then pursued an entrepreneurial venture in Venezuela, acting as co-partner in an Oil Sector Contract operation. Kurt built off this career experience when he joined Northwestern Mutual as an Advisor in 2016.

Kurt joined Heckmann Financial under Randy Hall and will be one of the primary points of contact for clients. Kurt is passionate about building client relationships and creating the most efficient and effective financial blueprints tailored to each individuals’ aspirations.

When he is not at work, Kurt can be found enjoying time with his wife, Marcey, and their three beautiful daughters, Riley, Tegan, and Shea. They have made their home on the south shore in Hanover, MA., close to the beaches they love. They enjoy exploring the local hiking trails, playing sports, traveling up to NH and Maine to ski and kayak down rivers. Kurt is an avid golfer, budding youth sports coach, and a lifelong fan of his NY Jets, Islanders, Knicks, and Mets.

• FINRA Series 7, 66 and SIE registrations
• CLU® - Chartered Life Underwriter designation

Morgan is from a small town on the North Shore of Massachusetts. After earning her degree from the University of New Hampshire, she began her career in the financial services industry, where she has found great fulfillment in helping clients achieve their goals.

Morgan moved from Boston, MA to Colorado in 2023. Outside of work, she enjoys spending quality time with friends and family, traveling, skiing, and hiking, embracing the beautiful landscapes and outdoor adventures that her new home offers. 

Morgan has her FINRA Series 7, 63 and SIE registrations.

Robert (Rob) Allard started in the financial world in 2019 and has worked extensively as a both service provider to participants, as well as a broker working with retirement plans. He even went as far as obtaining his FINRA Supervisory Licenses to increase his understanding and capability in the industry. Rob has his FINRA Series 7, 63, 9, 10 and SIE registrations.

Ever since he was young, Rob has loved every aspect of education and service, starting at just 12 years old when he began teaching Karate to all ages at his local Dojo. An alumnus of UNH with a bachelor's degree in marketing from its business school, Paul College, Rob grew up in New Hampshire, but moved to Foxborough, Massachusetts in 2020.

He lives with his fiancée and their two cats, and enjoys playing tennis, making, and performing music, and working through his long-backlogged list of movies and shows (send any recommendations his way!).

About

Mackenzy was born and raised in Johnson Creek, Wisconsin, where she grew up on her family's farm, raising cattle and managing cash crops. Agriculture has been a significant part of her background and continues to influence her life. She graduated from Iowa State University with a degree in Animal Science.

Mackenzy began her professional career in bovine reproduction before transitioning to Northwestern Mutual. She served as a Financial Advisor for two and a half years, successfully running her own financial planning practice. Through this experience, she discovered a passion for helping families achieve financial independence. Mackenzy continues to build strong client relationships while enhancing process efficiencies.

Mackenzy is married to her high school sweetheart, Austin. They reside outside of Janesville with their chocolate lab, Gator. In their free time, they enjoy outdoor activities such as riding side-by-sides, snowmobiling, and assisting on their family’s show pig farm.

Samantha was born and raised in central Massachusetts. She completed her undergraduate degree in Psychology at Assumption University before going on to her Masters in Counseling Psychology, graduating in 2024. During graduate school, Samantha worked at Autism Care Partners as a behavior therapist. In 2024, she decided to make a career switch seeking a path filled with educational and developmental opportunities.

Samantha is excited to combine her background in psychology with the financial industry at Heckmann Financial, where she is focused on building meaningful relationships and contributing to the company’s growth.

Outside of work, Samantha enjoys spending time on the golf course and by the beach on Cape Cod during the summers with her friends and family. She also has a strong passion for fitness and wellness, including yoga, Pilates, and continuously exploring various wellness practices.