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.
Across the board, the most common and biggest barrier to clients living their most fulfilling life is a misunderstanding of their own financial capacity. Matt has dedicated his entire 25+ year career to helping clients gain crystal clarity around what's possible and challenging them to intentionally live their ideal lives.
He makes complex financial topics easy to understand and helps clients achieve the ultimate peace of mind that comes when they fully understand how their plan will work. Matt is passionate about helping you uncover your vision and providing the road map to get you there. He works to help ensure you can look back with no financial regret, and forward to a life free from financial stress.
Jim H. Teteak , CFP®, ChFC®, CLU®, RICP®, WMCP®
COO and Lead Advisor
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.
Glenn C Hickok , CFP®, CLU®, ChFC®, RICP®, WMCP®
Wealth Management Advisor
Glenn C Hickok , CFP®, CLU®, ChFC®, RICP®, WMCP®
Wealth Management Advisor
Clients who enjoy working with an advisor focused on the quality of the relationship and the alignment of values always appreciate working with Glenn. In addition to connecting with each client at a core level, Glenn is passionate about staying ahead of the industry when it comes to education. He is especially gifted at communicating complex planning strategies in ways that are easy to understand. And, when it’s time to expand the scope of your planning, Glenn will help you simplify your life by coordinating with your accountant and attorney so your entire financial picture fits together seamlessly. Glenn truly enjoys helping his clients develop, implement, and succeed using a goal-driven financial plan. It is his sincere pleasure to help you realize and enjoy your financial independence.
- CERTIFIED FINANCIAL PLANNER™ certification
- ChFC® - Chartered Financial Consultant designation
- CLU® - Chartered Life Underwriter designation
- RICP® - Retirement Income Certified Professional designation
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.
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
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.
- ChFC® - Chartered Financial Consultant designation
As one of the primary points of contact for clients working with Glenn Hickok, Rod is available to help answer your questions and address your concerns no matter how big or small they may be. He knows your entire financial picture from top to bottom, providing the assurance you need to know WHY your Plan can be able to withstand the uncertainties of the world around you. His mission is to help provide crystal clarity around your financial capacity, so you don't miss out on an opportunity to live your most amazing life - both now and in the future.
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
Clients who enjoy working with an advisor focused on advocating for the financial security and wellbeing of their families will appreciate Tyler’s education first approach. He begins each conversation with the end in mind to ensure your vision for Financial Independence is always the sole driver of the tools and strategies he recommends to get you there. With your vision in place, he takes the time to understand your most important goals, so you can implement planning strategies in YOUR order of priority. If you like having an advisor that remains politely persistent in helping you bring together each area of your plan, you’ll enjoy having Tyler in your corner.
Randall E Hall , CFP®, CLU®, ChFC®, RICP®, WMCP®
Wealth Management Advisor
Randall E Hall , CFP®, CLU®, ChFC®, RICP®, WMCP®
Wealth Management Advisor
Professional
Have you ever noticed that over time, most people have accumulated a “hodge-podge” of financial instruments, but often don’t have a financial plan linking them all together? Or how most people just "know" that they’re paying more in taxes than they need to be, but can't quite pinpoint where the excess is coming from, let alone what to do about it?
My team and I help our clients develop a real, written financial plan so that they know exactly where they are in relation to where they want to be. We also help them with tax efficient strategies.
This allows our clients to move forward with confidence towards meeting their financial goals, allowing them to spend their free time with friends and family, creating experiences; rather than worrying about their financial planning issues.
Associations and Memberships
- CERTIFIED FINANCIAL PLANNER™ Professional
- National Association of Insurance and Financal Advisors (NAIFA)
Personal
I'm originally from a town in Northern Illinois called Libertyville. I relocated to the East Coast back in June of 2006 and currently reside in Bellingham, MA.
I had the somewhat unique experience of being the oldest of 6 kids. I have 4 younger brothers and a younger sister. With my mom, dad and the six of us kids, you can only imagine what road trips were like.
I am married to Chrissy, and I have five wonderful children: Kimberly, Robbie, Andrew, Katie and Jack. Perhaps I'm a little biased, but I think that they are the best kids in the world!
In my free time, I am an absolute sports nut. I love playing sports, watching sports, going to games...I just love it. To name a few, my favorites are: baseball, softball, golf, skiing (snow & water), pro football, racquetball, and I'll occasionally toss the old pig skin around.
Being from Chicago, I'm a huge Cubs and Bears fan. Those will always be where my first loyalty lies. However, living out here, I've grown to love Boston sports as well. Back in 2017, I went so far as to purchase Red Sox season tickets. What can I say?
Christa leads with her heart, helping to provide a comfortable space where you will feel heard, respected, and relaxed as you share your personal financial goals and dreams. Her top priority is to make sure all your questions are answered so you always walk away from meetings feeling secure in your understanding of your Plan – no matter how “small” your question may feel. And when it comes to getting things done, Christa has you covered. Her exceptional attention to detail will give you the confidence you need to sit back and enjoy the journey knowing that every facet of your plan implementation is taken care of.
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
- CRPC® - Chartered Retirement Planning Counselor
- APMA® - Accredited Portfolio Management Advisor
Bryan lives his life by the tenants of Servant Leadership. He is dedicated to putting the needs of others first and foremost, and he focuses his efforts on providing top notch customer service to everyone. He takes responsibility to care for others and their wellbeing.
Bryan is also a data-driven individual. He is not afraid to do the deep dive into financial data or to do difficult research. His attention to detail creates strength in the solutions which be builds. He is a disciplined and energetic individual who carries tasks and plans to completion.
Finally, Bryan is a lifelong learner with a curious mind. He is energized by learning new about subjects, meeting new people, and building Financially Independent futures with other people.
- MBA - Masters Business Administration
As our Lead Research Analyst, Manjula works with our Advisor Teams to help provide you with deep research-based answers to your most complex investment and finance questions. He does a deep dive into your assets and investment holdings to uncover opportunities to maximize your Plan efficiency. His findings are often responsible for changing the trajectory of entire financial plans by reducing costs, minimizing tax drag, and reorganizing around plan specific goals. Thanks to the detailed work Manjula does behind the scenes, you can rest assured that together we can help you create a cause and effect relationship between the assets on your balance sheet and the goals you have in your heart.
- CFA® - Chartered Financial Analyst designation
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
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.
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
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.
- RICP® - Retirement Income Certified Professional designation
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.
- CFS® - Certified Fund Specialist designation
- RICP® - Retirement Income Certified Professional designation
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.
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.
Sabrina L Breitenbach , CFP®, APMA®, CRPC®, MSPFP
Operations Specialist
When Sabrina joined our operations team, we were delighted at our good fortune in being able to add such a gem. She brought with her a rare combination of industry experience, education and know-how. You’ll feel her impact from the moment you onboard your accounts. And when it comes to your ongoing plan execution, you can feel confident that Sabrina is working diligently behind the scenes to help ensure everything continues to go smoothly. She makes complicated account transfers and transactions feel seamless and easy, always going the extra mile to help you get things done. Whenever you find yourself marveling at the speed and accuracy of our team, it’s a safe bet that Sabrina was at the center of your experience.
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
- MPAS® - Master Planner Advanced Studies designation
- APMA® - Accredited Portfolio Management Advisor designation
- CRPC® - Chartered Retirement Planning Counselor designation
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.
As the Client Service Manager for the Glenn Hickok advisor team, Nicole helps bring a seamless and convenient experience to organizing your wealth. Her exceptional attention to detail ensures you can be confident in every aspect of your plan coordination. She looks for every opportunity to listen to your needs and focus on your priorities. With Nicole on the job, you can be sure you’re going to receive top-level service delivered with a personal touch.
As one of the primary points of contact for clients working with Tyler Knowles, Melanie helps ensure your needs are met with exceptional proficiency and a personal touch. She’s a veritable one-stop shop for implementation of your plan. Whether you’ve got questions about your accounts, or your plan has an insurance component that may require underwriting, she’ll be there to simplify your life and make everything go as smoothly and efficiently as possible. If you ever find yourself wondering how your financial picture always seems to be coordinated so systematically, you can bet that Melanie had a lot to do with it.
Chrissy earned her bachelor’s degree from Keene State College and began her career with Northwestern Mutual in 2009 with the Northern New England Financial Group in New Hampshire as a financial representative. A Massachusetts native, Chrissy joined forces with Randy and returned to the Bay State in 2010, serving as his marketing director. After taking several years off to be a full-time stay-at-home mother, she came back in September 2019 to serve our practice as an administrative assistant.
As an Administrative Assistant, Chrissy helps to keep our operations smooth and efficient. She makes sure that our team members have the support they need to best serve you, that your conversations with Randy are properly - and securely - documented, so that no stone is left unturned in your plan, and that communication with you every step of the way remains our highest priority. Her daily focus includes, but is not limited to:
- Underwriting.
- Internal communications.
- Managing the internal tracking of our clients with in-process business.
- Multi-advisor collaboration.
- Policy owner services.
How can Chrissy help you?
- Assist with service on existing accounts.
- Direct inquiries to appropriate team members.
- Manage team follow-up activity/outreach.
- Ensure that all advisors (when applicable) are current with most recent client communication.
- Track pending accounts and policies through underwriting process.
Current licenses: Massachusetts Life, Accident and Health Insurance.
Chrissy and Randy have been married for ten years, and have five children, Kimberly, Robbie, Drew, Katie, and Jack. They live in Bellingham, MA and enjoy spending their free time at the baseball and soccer fields watching their kids play. Chrissy also enjoys running, hiking, and camping.
Drew Joseph Inglesi , CLU®
Associate Wealth Management Advisor
Drew Joseph Inglesi , CLU®
Associate Wealth Management Advisor
Drew joined Northwestern Mutual in 2018 and is a graduate of Colby-Sawyer College. He is knowledgeable, friendly, and professional, and brings a fresh perspective to your overall planning needs. His daily focus includes but is not limited to:
- Assisting clients with their insurance, investment, and planning needs.
- Setting and rescheduling appointments.
- Builds and customizes comprehensive financial plans that suit client needs.
- Provides insurance quotes, and guides clients through illustrations.
- Creates proposals to fill in gaps in existing plans.
- Analyze current benefits and explain existing policies.
How can Drew help you?
- Assist with rescheduling and setting appointments.
- Conduct in-depth interviews to get to know clients’ needs and goals.
- Provide insurance quotes and investment proposals as needed.
- Craft custom-built financial plans to suit the unique needs of each individual.
- Guide clients through the underwriting process.
- Conduct periodic review meetings to ensure continued financial success.
Current licenses: Massachusetts Life and Health, FINRA Series 7, 63, and SIE.
In his free time, Drew enjoys hanging out with his family – especially where there is a body of water involved. He is also an avid Boston sports fan, so don’t be surprised when you see him at the next big game!
Dan rejoined the Northwestern Mutual family in 2022 as a Service Associate after having previously served as a Financial Representative from early 2019 to late 2020. He graduated from Assumption College (now University) in 2020 with a bachelor’s in Economics with a Business Concentration and a minor in Political Science.
Through working as a Financial Representative, Dan earned his life and health insurance licenses in CT and MA. He will be leveraging this knowledge in his new role as a Service Associate working with Drew Inglesi in an established practice. He also looks forward to continuing to learn in the pursuit of investment licenses and designations. His daily focus includes, but is not limited to:
- Assisting with all client communication and follow-up
- Ensuring that all our clients receive the best experience possible
- Scheduling review meetings
- Coordinating between different departments in our practice
How can Dan help you?
- If you have a general question or are not sure who to ask
- If you are looking to schedule an appointment with an Advisor
- If you would like to make changes to your policies/accounts
Current Licenses: Massachusetts/Connecticut/New Hampshire Life, Health, and Accident Insurance
In his spare time, he loves all things soccer-both playing and watching his favorite team: Chelsea FC. He also loves playing poker and visiting Vermont, especially for skiing.