Our Team

It takes a team of specialists to deliver comprehensive planning at the highest level. The Heckmann Financial team has been strategically built to give you the peace of mind you desire and the top-shelf customer service you deserve. In addition to gaining access to the collective expertise and wisdom of our entire firm, you will work hand in hand with your own dedicated personal team so there will always be a real person available to answer your questions and meet your needs.

 

Matthew M Heckmann , CFP®, CLU®, ChFC®

Founder and CEO

Office 608-664-6020


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Kurt W. Utter , CFP®

Lead Advisor

Office 608-662-9018


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Jim H. Teteak , CFP®, ChFC®, CLU®, RICP®, CPWA®

Lead Advisor

Office 608-664-6026


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Melodie K. Ace , ChFC®, CLU®, CASL®

Advisor

Office 608-836-2068


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Andrew S. Grow

Lead Advisor

Office 608-664-6020


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Sara Kratz Easland

Advisor

Office 608-664-6029


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Manjula K Hettiarachchi , CFA®, CFP®

Advisor

Office 608-664-6020


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Larry J. Bies , CFP®

Director of Investments and Planning

Office 608-662-3888


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Andrew Anderson , RICP®

Director of Business Development

Office 608-664-6020


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Mary Jo Staniszewski

Director of Investment Operations

Office 608-836-3080


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Adam Huebner , CFS, RICP®

Director of Planning Services

Office 608-664-6020


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Matthew R. Brandt

Investment Operations Support

Office 608-664-6020


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Ty James Hansen

Financial Planning Analyst

Office 608-664-6020


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Heather L. Delaney

Director of Client Services

Office 608-664-6024


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Tracy Owen

Director of Client Experience

Office 608-664-6020


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