Our Team

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 clients gain crystal clarity around what's possible and challenging them to intentionally live their ideal lives.

He makes complex financial topics easy to understand and helps clients achieve the ultimate peace of mind that comes when they fully understand how their plan will work. Matt is passionate about helping you uncover your vision and providing the road map to get you there. He works to help ensure you can look back with no financial regret, and forward to a life free from financial stress.

Kurt keeps his finger on the pulse of your financial plan at all times helping to ensure no opportunities for better results are missed. Some clients are faced with a wide variety of complex tax hurdles, distribution options, estate plan ramifications, social security choices, and market conditions. This is when Kurt shines. Regardless of the complexity of your situation, you'll feel confident knowing Kurt has analyzed your plan from every angle to deliver the best outcome. If you've ever wished you had your own personal financial genius to help you dismantle complicated fiscal matters, you'll enjoy having Kurt on your side.

Jim helps you understand how each part of your financial plan works to provide a positive effect on your life plan. He translates complicated topics into plain English and answers each of your questions with particular attention given to how they apply to your life and your plan specifically. Jim's top priority is providing unmatched customer service so you always feel like a member of the family. Some people go about each day quietly enhancing the lives of others and Jim strives to be one of them from the moment he gets out bed every morning.

Melodie is one of your primary points of contact helping to meet your needs at lightning speed. Her outstanding attention to detail and ability to systematically coordinate your most critical planning help to ensure no stone goes unturned and nothing falls through the cracks. Once you meet Melodie, you'll feel an immediate sense of confidence knowing she's there to tie up every loose end and keep our entire team running like a well-oiled machine. With Melodie, you get someone who's always in your corner, excited to help you through your challenges and celebrate in your successes.

As our Lead Research Analyst, Manjula works with our Advisor Teams to help provide you with deep research-based answers to your most complex investment and finance questions. He does a deep dive into your assets and investment holdings to uncover opportunities to maximize your Plan efficiency. His findings are often responsible for changing the trajectory of entire financial plans by reducing costs, minimizing tax drag, and reorganizing around plan specific goals. Thanks to the detailed work Manjula does behind the scenes, you can rest assured that together we can help you create a cause and effect relationship between the assets on your balance sheet and the goals you have in your heart.

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.

Andrew excels at developing and growing our firm so you can be sure you will continue to receive service at the highest level. His unique background includes training industry specialists in Financial Independence Planning and hands-on instruction at the MIT Age Lab. 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.

As a key member of our planning team think-tank, Adam is one of the architects who helps turn your vision for financial independence into a reality. His job is to help you see the whole picture and build the right plan for your specific situation. Once your plan has been implemented Adam monitors your situation to ensure you always get the most out of your resources in today's ever-changing financial environment. If you ever find yourself wondering how the details of your financial plan came to be so perfectly aligned with your life plan, chances are it's because Adam made it happen.