Leadership
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
About
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 client families gain crystal clarity around what's possible and challenging them to intentionally live their ideal lives.
Matt is the creator of the Time Weighted Asset Allocation Methodology. A concept that helps client families understand how to create a cause-and-effect relationship between their life goals and their wealth plan. Matt founded Heckmann Financial based entirely on an “education first” approach with clients. The result are families across the country that have the peace of mind they need to truly get the most life out of their wealth.
He has been a thought leader and facilitator of several breakthrough educational trainings that have helped other advisor firms implement Wealth Planning driven by Life Planning to their clients. He credits his success to opportunities provided by the Financial Planning Profession, his loving wife Amy, his four children, and his Christian faith. In his free time Matt enjoys spending time with family, golfing, attending concerts and relaxing with clients and friends (he considers them one in the same).
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
- ChFC® - Chartered Financial Consultant designation
- CLU® - Chartered Life Underwriter designation
Jim H. Teteak CFP®, ChFC®, CLU®, RICP®, WMCP®
Chief Operating Officer and Private Wealth Advisor
About
Jim and his wife Michelle grew up in Beloit, Wisconsin. They knew each other vaguely during high school but started dating (strangely enough) on the eve of their high school graduation. Jim attended Pharmacy School at the University of Wisconsin – Madison after which he married Michelle and became a registered pharmacist. During the 15 years that followed, Jim and Michelle welcomed their oldest daughter Jada and their twins Mia and Cole into the family while Jim spent his time managing a pharmacy in Cross Plains, WI. In 2009, Jim decided to resume his studies in a new field and went on to start his own financial planning firm in 2012. He merged his firm with Heckmann Financial in 2016 where he served client families as a Financial Advisor before becoming a partner and COO/Integrator in 2023.
Do you find yourself wondering what an Integrator is? The Integrator is often referred to as the COO, but they aren’t exactly the same thing. At Heckmann Financial, the role of the Integrator is to be the glue for the firm, hold everything together, execute the business plan, hold the Leadership Team and Advisors accountable, and be the steady force in the organization for the benefit of the families we serve.
When Jim is not at work he enjoys running, spending time with family, and working in his yard. In 2015 he completed the Haunted Hustle (a 26.2-mile marathon race which participants run dressed in Halloween costumes) as the famous Forrest Gump. He finished the race in 3 hours 30 minutes while winning 3rd place in the costume contest. He continues to claim to this day that he could have run faster if more people would have yelled “run Forrest run” and he didn’t have to wear that insanely hot beard on his face.
Favorite Movie: Shrek
Favorite Recent Read: Three Words That Will Change Your Life – Mike Novotny
- CFP® - CERTIFIED FINANCIAL PLANNER™ designation
- ChFC® - Chartered Financial Consultant designation
- CLU® - Chartered Life Underwriter designation
- RICP® - Retirement Income Certified Professional designation
- WMCP ® - Wealth Management Certified Professional
Glenn C Hickok CFP®, CLU®, ChFC®, RICP®, WMCP®
Partner and Private Wealth Advisor
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
About
Andrew was born and raised in Green Bay, WI. He earned a degree in Corporate Communication at Northern Illinois University. During his time at NIU, he met his wife and was also a member of the rugby team. After graduating he went on to earn his MBA from the University of Colorado.
After his master’s he worked in higher education and became the Vice President of Salem International University before making the transition to Northwestern Mutual’s Home Office in Milwaukee. During his time at the home office he specialized in the Retirement Market Space. He made the transition to Heckmann Financial and worked as an advisor for a number of years before settling into his role as the Chief Growth Officer where he tirelessly works at developing and growing our firm so you can be sure you will continue to receive service at the highest level. 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.
When he is not at work, Andrew spends his time with his wife, their four kids, and two dogs. He can also be found coaching baseball and football.
- RICP® - Retirement Income Certified Professional designation
About
Larry grew up in Sister Bay, WI. He attended the University of Wisconsin-Madison and graduated with a BS in Economics. After graduation, Larry worked in the mortgage industry for 8 years before joining Heckmann Financial in 2007.
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.
When he is not at work, Larry raises his 2 wonderful children, Addison and Chase, with his wife Julie. They live in Mount Horeb, WI with their two Labradoodles. In his spare time Larry enjoys traveling, boating, watching his children plays sports and attending sporting events.
Favorite Streaming Show: Only Murders in The Building (Hulu)
Last Favorite Book: Unscripted
