Our Team

Office 608-662-3882

Kurt keeps his finger on the pulse of your financial plan at all times helping to ensure no opportunities for better results are missed. Some clients are faced with a wide variety of complex tax hurdles, distribution options, estate plan ramifications, social security choices, and market conditions. This is when Kurt shines. Regardless of the complexity of your situation, you'll feel confident knowing Kurt has analyzed your plan from every angle to deliver the best outcome. If you've ever wished you had your own personal financial genius to help you dismantle complicated fiscal matters, you'll enjoy having Kurt on your side.

Jim helps you understand how each part of your financial plan works to provide a positive effect on your life plan. He translates complicated topics into plain English and answers each of your questions with particular attention given to how they apply to your life and your plan specifically. Jim's top priority is providing unmatched customer service so you always feel like a member of the family. Some people go about each day quietly enhancing the lives of others and Jim strives to be one of them from the moment he gets out bed every morning.

Melodie is one of your primary points of contact helping to meet your needs at lightning speed. Her outstanding attention to detail and ability to systematically coordinate your most critical planning help to ensure no stone goes unturned and nothing falls through the cracks. Once you meet Melodie, you'll feel an immediate sense of confidence knowing she's there to tie up every loose end and keep our entire team running like a well-oiled machine. With Melodie, you get someone who's always in your corner, excited to help you through your challenges and celebrate in your successes.

Office 608-664-6030

Andrew guides you through all aspects of your plan so you can feel confident about why your plan will work. He helps you really understand your financial capacity so you can truly enjoy the financial independence you've worked so hard to achieve. If you 're trying to decide whether adding a new financial goal makes sense for you, Andrew will uncomplicate your decision by modeling a scenario that makes it easy to understand what's possible.

With Sara in your corner you can be assured your concerns will always be addressed and communication about your Planning will always be timely. She approaches every situation with the highest level of professionalism and still manages to put her personal touch on everything she does. From the moment you meet Sara you’ll appreciate her positive “can do” attitude, and her exceptional attention to detail will always leave you feeling confident that nothing will be missed.

As the Heckmann Financial Director Investments & Planning, Larry takes the guessing game out of your financial security by designing your roadmap to financial independence. His plans make your most important decisions less stressful by creating clarity around what's possible, and he customizes each plan to optimize your results. Larry truly cares about each client and treats every plan like he's designing it for his own family. Every great team has a set of powerful minds working to provide top level results, and Larry is certainly one of ours.

Mary Jo helps clients experience the complicated and burdensome world of investment transactions in the most simplified and stress-free way. She makes challenging circumstances seem easy to handle and anticipates roadblocks in advance giving clients the peace of mind to know things will get done efficiently and with pinpoint accuracy. You may not often have the opportunity to see Mary Jo at work, but like a world-class chef at your favorite restaurant, you would certainly miss her if she weren't there.

As a key member of our planning team think-tank, Adam is one of the architects who helps turn your vision for financial independence into a reality. His job is to help you see the whole picture and build the right plan for your specific situation. Once your plan has been implemented Adam monitors your situation to ensure you always get the most out of your resources in today's ever-changing financial environment. If you ever find yourself wondering how the details of your financial plan came to be so perfectly aligned with your life plan, chances are it's because Adam made it happen.

Office 608-664-6027

Andrew excels at developing and growing our firm so you can be sure you will continue to receive service at the highest level. His unique background includes training industry specialists in Financial Independence Planning and hands-on instruction at the MIT Age Lab. Andrew seeks to ensure our firm continues to thrive so our team will always be able to provide you and your family with the highest quality planning available.

Matt works to improve your plan outcomes in multiple areas. His role on the planning team allows him to assist in building your plan, and his investment operations expertise helps bring your plan to life as your blueprint is implemented. While you may not get a chance to meet Matt face to face, your plan is definitely strengthened by Matt's ability to analyze the numbers, uncover opportunities for added efficiency, and ensure nothing falls through the cracks.

As the Heckmann Financial Client Service Manager, Heather brings you a seamless and convenient client experience. When your plan implementation involves an insurance component, Heather makes the bothersome process of underwriting feel like a walk in the park by providing the efficiency you want and the sensitivity you deserve. From your first interaction with Heather, you'll see that she always behaves like a duck - calm and collected on the surface while paddling like crazy underneath.

Tracy’s servant’s heart and positive attitude make her ideally suited to providing you with a top-shelf level of service. If you’ve ever stayed at a 5-star hotel and marveled at the relaxing atmosphere where no detail is overlooked, you understand what it’s like to have someone like Tracy working to enhance your experience. From welcoming you to our office to streamlining insurance underwriting for select clients, Tracy will do what it takes to make sure you feel like a member of the family.

Ty’s personal finance background brings a unique skillset to our innovative planning process. His mind is constantly searching for optimal solutions to even the most challenging financial circumstances. He approaches every plan with systematic consistency always keeping in mind that each plan he builds represents the dreams and goals of one of the families we serve.