Our Team

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation
• RICP® - Retirement Income Certified Professional 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.

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

• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation
• CASL® - Chartered Advisor for Senior Living designation

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.

• CFA® - Chartered Financial Analyst designation
• CFP® - CERTIFIED FINANCIAL PLANNER™ designation

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation

• 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.

• 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.

As one of our Financial Planning Analysts, Ian works to build plans that give you the perspective you need to clearly define your goals and get the most life out of your wealth. He helps give you piece of mind by stress testing your Plan against Lifeboat Drill scenarios so you can feel confident that your Plan can withstand virtually any unforeseen event. Ian believes that everyone deserves an objective opinion about their financial picture from a planning expert they can trust. His goal is to be that friend for each of the families we serve.

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.