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We want you to experience the best of both worlds: the personal, one-on-one guidance of a small, dedicated team as well as the full collective expertise and wisdom of our entire firm. To deliver you comprehensive planning at the highest level, we’ve carefully curated a team of specialists who each bring a passion for providing top-shelf customer service. We look forward to working hand-in-hand to help you achieve your greater goals.

Matthew M Heckmann CFP®, CLU®, ChFC®

Founder and CEO

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

Chief Operating Officer and Private Wealth Advisor

Glenn C Hickok CFP®, CLU®, ChFC®, RICP®, WMCP®

Partner and Private Wealth Advisor

Andrew Anderson RICP®

Chief Strategy Officer

Larry J. Bies CFP®

Director of Investments and Planning