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


Email

Read Bio

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

COO and Lead Advisor

Office 608-664-6026


Email

Read Bio

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

Wealth Management Advisor

Office 973-531-2173


Email

Read Bio

Kurt W. Utter , CFP®

Lead Advisor

Office 608-662-3882


Email

Read Bio

Andrew S. Grow , CFP®, ChFC®

Lead Advisor

Office 608-664-6030


Email

Read Bio

Rod Bustamante , CFP®, ChFC®

Lead Advisor

Office 973-531-2206


Email

Read Bio

Tyler Knowles , CFP®, ChFC®

Wealth Management Advisor

Office 608-662-3920


Email

Read Bio

Randall E Hall , CFP®, CLU®, ChFC®, RICP®, WMCP®

Wealth Management Advisor

Office 508-251-7237


Mobile 847-322-6809


Email

Read Bio

Christa Schonscheck , APMA®, CRPC®, CFP®

Advisor

Office 608-827-1201


Email

Read Bio

Bryan D. Brunken , MBA

Advisor

Office 608-664-6033


Mobile 608-415-1823


Email

Read Bio

Evan C Anderson

Associate Financial Advisor

Mobile 262-374-3454


Email

Read Bio

Manjula K Hettiarachchi , CFA®, CFP®

Lead Research Analyst

Office 608-716-7065


Email

Read Bio

Larry J. Bies , CFP®

Director of Investments and Planning

Office 608-662-3888


Email

Read Bio

Andrew Anderson , RICP®

Director of Business Development

Mobile 414-426-4114


Email

Read Bio

Mary Jo Staniszewski

Director of Investment Operations

Office 608-836-3080


Email

Read Bio

Adam Huebner , CFS, RICP®

Director of Planning Services

Office 608-664-6020


Email

Read Bio

Matthew R. Brandt

Investment Operations Support

Office 608-664-6020


Email

Read Bio

Ty James Hansen , RICP®, CFP®

Financial Planning Analyst

Office 608-664-6020


Email

Read Bio

Isaac Heckmann

Financial Planning Analyst

Office 608-234-5670


Email

Read Bio

Sabrina L Breitenbach , CFP®, APMA®, CRPC®, MSPFP

Operations Specialist

Office 608-836-3080


Email

Read Bio

Heather L. Delaney

Director of Client Services

Office 608-664-6024


Email

Read Bio

Tracy Owen

Director of Client Experience

Office 608-664-6020


Email

Read Bio

Nicole Waters

Client Service Manager

Office 973-531-2177


Email

Read Bio

Melanie Jelle , CLU®

Associate Wealth Management Advisor

Office 608-662-3911


Email

Read Bio

Suzanne R Soriano

Operations Specialist

Office 608-836-3080


Email

Read Bio

Christina Marie Hall

Administrative Assistant

Office 508-251-7200


Email

Read Bio

Drew Joseph Inglesi , CLU®

Associate Wealth Management Advisor

Office 781-664-1250


Mobile 774-291-6521


Email

Read Bio

Daniel Sikand

Client Service Representative

Office 508-251-7200


Email

Read Bio