Our Team

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

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

Clients who enjoy working with an advisor focused on the quality of the relationship and the alignment of values always appreciate working with Glenn. In addition to connecting with each client at a core level, Glenn is passionate about staying ahead of the industry when it comes to education. He is especially gifted at communicating complex planning strategies in ways that are easy to understand. And, when it’s time to expand the scope of your planning, Glenn will help you simplify your life by coordinating with your accountant and attorney so your entire financial picture fits together seamlessly. Glenn truly enjoys helping his clients develop, implement, and succeed using a goal-driven financial plan. It is his sincere pleasure to help you realize and enjoy your financial independence.

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

• CFP® - CERTIFIED FINANCIAL PLANNER™ 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.

• ChFC® - Chartered Financial Consultant designation

Clients who enjoy working with an advisor focused on advocating for the financial security and wellbeing of their families will appreciate Tyler’s education first approach. He begins each conversation with the end in mind to ensure your vision for Financial Independence is always the sole driver of the tools and strategies he recommends to get you there. With your vision in place, he takes the time to understand your most important goals, so you can implement planning strategies in YOUR order of priority. If you like having an advisor that remains politely persistent in helping you bring together each area of your plan, you’ll enjoy having Tyler in your corner.

• 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.

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

As one of the primary points of contact for clients working with Glenn Hickok, Rod is available to help answer your questions and address your concerns no matter how big or small they may be. He knows your entire financial picture from top to bottom, providing the assurance you need to know WHY your Plan can be able to withstand the uncertainties of the world around you. His mission is to help provide crystal clarity around your financial capacity, so you don't miss out on an opportunity to live your most amazing life - both now and in the future.

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation

• 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.

When Sabrina joined our operations team, we were delighted at our good fortune in being able to add such a gem. She brought with her a rare combination of industry experience, education and know-how. You’ll feel her impact from the moment you onboard your accounts. And when it comes to your ongoing plan execution, you can feel confident that Sabrina is working diligently behind the scenes to help ensure everything continues to go smoothly. She makes complicated account transfers and transactions feel seamless and easy, always going the extra mile to help you get things done. Whenever you find yourself marveling at the speed and accuracy of our team, it’s a safe bet that Sabrina was at the center of your experience.

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• MPAS® - Master Planner Advanced Studies designation
• APMA® - Accredited Portfolio Management Advisor designation
• CRPC® - Chartered Retirement Planning Counselor designation

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.

As the Operations Manager for the Glenn Hickok advisor team, Danyl works to improve your planning outcomes in several areas. When you have questions regarding your accounts, you can count on her for the answers. If your Plan has a need for an insurance component, she guides you through the application and underwriting process to make it as easy and smooth as possible. When you interact with Danyl, you’ll immediately notice how much she enjoys getting to know you, and genuinely cares about your family’s financial security.

As the Client Service Manager for the Glenn Hickok advisor team, Nicole helps bring a seamless and convenient experience to organizing your wealth. Her exceptional attention to detail ensures you can be confident in every aspect of your plan coordination. She looks for every opportunity to listen to your needs and focus on your priorities. With Nicole on the job, you can be sure you’re going to receive top-level service delivered with a personal touch.

As one of the primary points of contact for clients working with Tyler Knowles, Melanie helps ensure your needs are met with exceptional proficiency and a personal touch. She’s a veritable one-stop shop for implementation of your plan. Whether you’ve got questions about your accounts, or your plan has an insurance component that may require underwriting, she’ll be there to simplify your life and make everything go as smoothly and efficiently as possible. If you ever find yourself wondering how your financial picture always seems to be coordinated so systematically, you can bet that Melanie had a lot to do with it.