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

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

Chief Operating Officer and Private Wealth Advisor

Office 608-664-6026


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

Partner and Private Wealth Advisor

Office 973-531-2173


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Kurt W. Utter , CFP®

Private Wealth Advisor

Office 608-662-3882


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Andrew S. Grow , CFP®, ChFC®

Private Wealth Advisor

Office 608-664-6030


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Rod Bustamante , CFP®, ChFC®

Private Wealth Advisor

Office 973-531-2206


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Tyler Knowles , CFP®, ChFC®

Private Wealth Advisor

Office 608-662-3920


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

Private Wealth Advisor

Office 508-251-7237


Mobile 847-322-6809


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Andrew Christie , CFP®, RICP®

Private Wealth Advisor

Office 720-687-2750


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Adam Goetzka , WMCP®

Private Wealth Advisor

Office 262-646-6746


Mobile 608-343-0203


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Christa Schonscheck , APMA®, CRPC®, CFP®

Lead Advisor

Office 608-827-1201


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Bryan D. Brunken , MBA

Associate Private Wealth Advisor

Office 608-664-6033


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Nicole Waters

Client Service Manager

Office 973-531-2177


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Isaac Heckmann

Client Service Administrator

Office 608-234-5670


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Evan C Anderson

Associate Financial Advisor

Mobile 262-374-3454


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Cristin Goetzka

Operations and Investment Support Manager

Office 262-646-6752


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Larry J. Bies , CFP®

Director of Investments and Planning

Office 608-662-3888


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Andrew Anderson , RICP®

Director of Business Development

Mobile 414-426-4114


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Adam Huebner , CFS, RICP®

Financial Planning Analyst

Office 608-664-6020


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Matthew R. Brandt

Investment Operations Support

Office 608-664-6020


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Ty James Hansen , RICP®, CFP®

Financial Planning Analyst

Office 608-664-6020


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

Operations Manager

Office 608-664-6032


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Heather L. Delaney

Relationship Manager

Office 608-664-6024


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Melanie Jelle , CLU®

Associate Private Wealth Advisor

Office 608-662-3911


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Cody Pfaff

Operations Manager

Office 720-687-2750


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Christina Marie Hall

Administrative Assistant

Office 508-251-7200


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Drew Joseph Inglesi , CFP®, CLU®

Private Wealth Advisor

Office 781-664-1250


Mobile 774-291-6521


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Daniel Sikand , CLU®, ChFC®

Associate Private Wealth Advisor

Mobile 860-471-6685


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Davina Keener

Relationship Manager

Office 608-664-6034


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Parker Lefurgey

Financial Planning Analyst

Office 608-664-6020


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Robert J Ruelle , CLU®, ChFC®, CASL®, MSFS, RHU®

Financial Planning Coordinator

Office 608-664-6020


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Daniel Walsh

Operations Associate

Office 608-664-6020


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Michael Anderson

Associate Financial Representative

Office 262-646-6737


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BJ Zayas

Private Wealth Associate

Mobile 407-704-9370


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Monique S Bergeron

Operations Manager

Office 508-251-7222


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Aarikka J. Burgess , CFP®

Office 508-251-7200


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