About

Larry grew up in Sister Bay, WI. He attended the University of Wisconsin-Madison and graduated with a BS in Economics. After graduation, Larry worked in the mortgage industry for 8 years before joining Heckmann Financial in 2007.

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.

When he is not at work, Larry raises his 2 wonderful children, Addison and Chase, with his wife Julie. They live in Mount Horeb, WI with their two Labradoodles. In his spare time Larry enjoys traveling, boating, watching his children plays sports and attending sporting events.

Favorite Streaming Show: Only Murders in The Building (Hulu)

Last Favorite Book: Unscripted

About

Bob was born in Milwaukee, WI. He stayed local by attending Marquette University, completing an undergraduate degree in Business Administration, majoring in Finance.  After Marquette, Bob worked in the banking industry before joining the Northwestern Mutual home office.  During that time in the home office, he obtained a Masters Degree in Financial Services along with a Management Certificate from the Wharton School in Pennsylvania.

Bob’s background and work experiences bring an innovative skillset to our planning department and processes. Given that each client has a unique story and set of circumstances, Bob is always searching for ways to marry the qualitative and quantitative information into their financial plan so it aligns with both their goals and values. His prior work experience includes training the top advisors at Northwestern Mutual and other Registered Investment advisory firms with innovative planning techniques.

When he is not at work, Bob is either doing a home project or spending time on his property he grew up on, which his father built.  Additionally, he loves spending time his family and friends, working out, hunting, politics, and watching college basketball (the first day of March Madness is a holiday in the Ruelle household).

• MSFS- Master of Science in Financial Services
• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation
• AEP®- Accredited Estate Planning
• CASL®-Chartered Advisor for Senior Living
• RHU®- Registered Health Underwriter
• REBC®- Registered Employee Benefits Counselor
• FLMI- Fellow Life Management Institute
• RICP® - Retirement Income Certified Professional designation

About

Sabrina was born in Madison, WI and grew up in Pardeeville, a small town just north of Madison. A few years after graduating high school, she found herself in Texas where she attended the University of Texas at Arlington, from which she graduated with her Bachelor of Business Administration in Finance. After graduation in 2013, she moved home to Wisconsin where she began working in Wealth Management. She quickly realized the importance of financial planning and how it is at the heart of helping clients plan for their future and achieve their goals. Sabrina earned her CFP® in 2018 and then her Master of Science in Personal Financial Planning at the end of 2019.

As the head of our operations team, you’ll feel Sabrina’s impact from the moment you onboard your accounts. 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.

Currently Sabrina lives in Sun Prairie, WI with her two cats Crash and Belle. In her spare time, she enjoys traveling (NOLA is a favorite), camping as much as possible, hiking, crafting and spending quality time with her friends and family.

• CFP® - CERTIFIED FINANCIAL PLANNER™ designation
• MPAS® - Master Planner Advanced Studies designation
• APMA® - Accredited Portfolio Management Advisor designation
• CRPC® - Chartered Retirement Planning Counselor designation
• CLTC® - Certification for Long Term Care
• FINRA Series 7, 31, 66 and SIE registrations

About

Ty is a graduate of UW-Madison’s personal finance program and is also a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional. His 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. He values continued learning to ensure our client families have access to the best ideas. He is currently working towards becoming a Wealth Management Certified Professional. 

When not in the office, Ty enjoys spending time outdoors and traveling. His most memorable trip was traveling around Chile for 6 months while studying Spanish in 2018. While he has only explored the western hemisphere thus far, Ty hopes his next trip takes him to Europe or Asia.

• CFP® - CERTIFIED FINANCIAL PLANNER™ certification
• RICP® - Retirement Income Certified Professional designation

About

Adam was born & raised in Wisconsin with his two brothers. He earned a degree in finance from UW – La Crosse. He was a paraplanner for 3 years before joining Northwestern Mutual in 2015. He holds the CFS® & RICP® designations.

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 help 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.

Outside the office, Adam spends most his free time with his girlfriend, Hailey and his cat, Cecil. A few activities he enjoys are hiking, watching Packer’s football, spending time with family & traveling. A goal is to one day visit all fifty states & all seven continents

• CFS® - Certified Fund Specialist designation
• RICP® - Retirement Income Certified Professional designation

About

Matt was born the oldest of 4 in Florissant, Missouri, a suburb north of St. Louis. He completed his undergraduate degree at the University of Missouri – Columbia. He started with Heckmann Financial in 2018.

Matt holds the Chartered Financial Consultant® designation and since starting with Heckmann Financial has worked in multiple areas of the business including planning, operations and currently in the investments team. His 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.

Matt resides in Madison, WI with his wife, Susan, and their daughter, Zanna. In his free time, Matt enjoys spending time with his family outside, reading, listening to podcasts and visiting family in other parts of the country.

About

Parker and his family moved to Madison, WI from Chicago when he was 4 years old. Parker is the youngest of 3 boys. Parker finished his undergraduate degree at Michigan State University in East Lansing, MI and besides that has been living in the Madison area since he initially moved from Chicago. Initially after college, Parker worked in the accounting and telecommunications fields before making a move to the financial industry. Parker also spends time with his girlfriend Kelsey and her cat, Fiona.

Parker brings a strong analytical background to our planning team and works to solve complex financial situations and look for opportunities to strengthen the long-term outlook of our client’s wealth plans. 

Outside of work, Parker spends a lot of time with his family including his parents, brother, sister-in-law and his 2 nephews Rowen and Ilyas. Parker also spends time with his Girlfriend Kelsey and her cat, Fiona. Parker’s hobbies include going to concerts, hiking, podcasts, travel and hanging out downtown Madison. One of his favorite memories was his trip to Big Sky, Montana and hiking up Lava Lake.

About

Dan was born and raised in Wauconda, IL. He grew up with two older sisters and two older stepbrothers in the northwest suburbs of Chicago. He graduated from Northern Illinois University with a Bachelor of Science in Economics. After college he worked in the mortgage industry for five years.

Dan found that his favorite part of working in mortgage was being part of a team and helping customers reach their goals. Dan’s passion lies in helping people, and after some time in the mortgage industry he felt he could have a greater impact in people’s lives in finance. 

When he is not at work, Dan spends most of his time with his girlfriend Chelsey, or with friends and family. They currently reside in Portage, WI. Dan’s hobbies include golfing, hiking, reading, playing poker, and watching sports.

About

Christian is from Altoona, WI which is right next to Eau Claire. He is the middle child of a very active family, which allowed him to discover many different activities and led him to discover a love for traveling. Christian completed his undergraduate degree in Finance at UW - La Crosse. After graduating, he moved to Madison, WI and started working at Epic. While the healthcare industry was a great starting point, he ultimately decided to pursue what originally sparked his passion for finance – personal finance and wealth management.

Christian brings a technological and highly analytical background that makes him a perfect fit in our operations department. His extensive knowledge of financial processes enables him to navigate complex operations with ease. He is always working tirelessly behind the scenes to ensure that our client’s plans are being executed with speed and precision.

Outside of work, Christian occupies his time with various activities and hobbies. He loves cycling, running, and cross-country skiing, and completes the American Birkebeiner in Hayward, WI every year, which is a 50km cross-country ski race. Christian is also into audio - loves listening to music and using his home theater setup to watch shows and movies.

About

Vaughn was born in St. Cloud, MN. He is the youngest of three children and certainly embodies the energy of the youngest sibling. He earned a degree in Personal Finance from UW-Madison. He had a few internships throughout his schooling and is now primed to thrive in the wealth management industry.

As a Financial Planning Analyst, Vaughn is all about creating harmony from chaos. Day-in, day-out, Vaughn works relentlessly to assemble the high-quality life plans that Heckmann Financial is renowned for. He is not just all work, however; as one of the younger members of our team, he interjects a sense of easygoing fun to the office. His new-age perspective allows him to contribute in different ways to the company, such as the integrating the latest in technology & curating fresh ideas for old processes to improve efficiency and outputs.

Outside of work, Vaughn likes to keep life simple. He lives in Madison with two good friends for roommates. He is a passionate automotive enthusiast, rookie basketball player, and regular gym-goer. The weekends consist of any outdoor activity he can try but being up at the cabin will always be his favorite.

Last Favorite TV Show: Better Call Saul

Last Favorite Book He Read: A Light too Bright

Ryan was born and raised in a small Wisconsin town called Erin (if you’re a golf lover, you may recognize it because of the famous Erin Hills golf course). Growing up he played a wide range of sports. He graduated from the University of Wisconsin Eau Claire with a degree in Finance and a minor in Management. He worked as a bank teller while he finished his undergraduate studies and started his finance career after graduation working as a paraplanner in Wisconsin Rapids.

Ryan brings his expertise in finance and experience in financial planning to the Heckmann Financial investment management team.

In his free time Ryan likes to go running, play a variety sports (almost anything will do), and enjoys creating new experiences with friends. His hobbies are wood carving, puzzle solving, and hiking.

Favorite show: Seinfeld

Favorite book: The Martian

About

Cristin earned her bachelor’s degree from the University of Wisconsin – La Crosse and began her career with Northwestern Mutual in 2013 as an Associate Financial Representative.  Throughout her decade in the financial services industry Cristin has held many titles including, Director of Operations, Investment Manager, and Director of Client Services. For many years Cristin was a part of the Delafield District Leadership team and graduated from the Northwestern Mutual’s Women’s Leadership Program in 2022.

Cristin has ultimately found that her passion and expertise are most beneficial to our client’s families by executing client plan implementations. Her top priority is to make sure all your questions are answered and her exceptional attention to detail will give you the confidence you need to know that every facet of your plan is being handled with care and proper execution.

When Cristin is not at work, she enjoys spending time with her husband, Adam, and their 3 children. Her hobbies include, baking, traveling, and spending time outdoors, as long as there are no bugs!

About

With over a decade of experience in the financial services industry, Cody brings a large variety of experience. Over the past six years, Cody focused on helping advisors grow their wealth management businesses through strategic business consulting, succession planning, employer sponsored retirement plan administration, and individual investing offerings.

Cody moved to Colorado in 2020 from his home state of Iowa. Outside of work, Cody enjoys spending time with his family and friends, traveling, and enjoying more coffee than one probably should. Cody also has an avid eye for interior design and is constantly looking for ways to liven and freshen up spaces.

Cody has his FINRA Series 6, 63 and SIE registrations.

Aarikka was born and raised in central Massachusetts along with her twin sister. She completed her undergraduate degree in Economics at Framingham State University. During college, she interned at an accounting and finance firm and has worked in the industry ever since. She made the move to Northwestern Mutual in 2022.

Aarikka is a CERTIFIED FINANCIAL PLANNER™ professional and has found that her passion in this industry is dedicated to building a team of highly skilled professionals who care and are motivated by the work they do. Her primary role is to continually develop our processes and our team members, so we are always delivering the highest level of service to our clients.

When she is not at work, Aarikka spends most of her time with her husband Chris, their two sons and their two cats – along with their extended family of siblings, nieces and nephews who also reside in the Central Massachusetts area. Aarikka’s hobbies include cooking and making memories with her two boys.

• CFP® - Certified Financial Planner designation

About

Chrissy grew up in Wrentham, Massachusetts with her parents and twin sister.  She ran cross-country and track and field all throughout high school and at Keene State College, where she graduated with her Bachelor’s degree in history in 2007.  The first in her family to go to college, she briefly taught kindergarten in New Hampshire before deciding to change course and help others plan for and realize their educational goals. 

Chrissy is licensed in Life, Accident and Health insurance, and began her career at Northwestern Mutual as a financial representative.  It was there that she met her husband, Randy Hall, and decided to work alongside him.  She took on the role of marketing director for his practice before leaving to stay home full time to raise their children.  When their youngest started school, she returned to the practice as an administrative assistant and later, an associate financial representative.

When Chrissy is not working, she enjoys hiking, skiing, cycling, and spending time with her family in the White Mountains.  Chrissy and Randy have five children, a bunny, and German Shepherd named Axl Rose.

Dan was born and raised in Manchester, CT. He has an older brother, a Captain in the US Air Force and a younger sister who is currently in college. His mom was a long-time kindergarten teacher and is now a librarian, and his dad is a jeweler & realtor. Dan completed his bachelor’s degree at Assumption University in Worcester, MA where he majored in economics with a business concentration and minored in political science. During and after college he worked as a Financial Representative for Northwestern Mutual. He worked in Springfield, MA, and Hartford, CT before joining Randy Hall’s team as a Service Advisor in Westborough, MA.

Dan is now an Investment Specialist at Heckmann Financial with daily tasks that include:

• Creating Investment Blueprints & Asset Transfer Charts
• Identifying Tax Inefficiencies, Preparing Investment Reviews, Performing Trading tasks
• Creating, sending, following up, and processing all client investment paperwork
• Performing Client Rollover Calls, Client Service Requests, & Participating in Client Meetings (as needed)

Dan prides himself on education and is in continued pursuit of more designations. He loves learning and helping relay that wisdom to clients. This sentiment coupled with a strong work ethic is why Dan is such an invaluable resource to the team. Reach out to him whenever with whatever questions!

When he is not at work, Dan spends most of his time with his fiancée, Hayley, and their dog, Birdie. Hayley is a 4th-grade teacher and Birdie is an American Fox Hound/Beagle mix. They currently reside in Cumberland, Rhode Island. Dan’s hobbies include reading, playing poker, and skiing, but mostly soccer- both playing and watching his favorite team, Chelsea FC.

• CFP® - Certified Financial Planner designation
• ChFC® - Chartered Financial Consultant designation
• CLU® - Chartered Life Underwriter designation

Nicole was born and raised on the South Shore in Massachusetts. She completed her undergraduate degree in Communications/Public Relations at Curry College.

Nicole comes from a diverse background in the corporate sector. She has worked as an Executive Assistant, Investment Analyst, Office Manager, and four years as an apparel sales representative. Her areas of expertise are organization, being detail-oriented, and self-motivated.

Her primary role is to assist Private Wealth Management Advisor, Randy Hall.

When she is not at work, Nicole spends her time with her husband David, their three kids and coaching youth and High School cheerleading. Nicole’s hobbies include planning family and friend events and making memories with her family.

About

James moved from London to Carlisle, MA when he was two years old. He has a younger sister named Issy and his parents, Justin, and Susie. James attended Indiana University in Bloomington, IN, where he majored in Business Informatics and Finance.

He began his career as a Financial Representative at Northwestern Mutual in the Wellesley office before transitioning to Randy Hall's team as a Planning & Operations Associate. In this role, he aims to bring clarity and efficiency to people's financial lives, leveraging his background in Informatics. 

Outside of work, James enjoys skiing in New Hampshire, spending time with family, and sharing moments with his girlfriend Cassidy and their dog Ellie. He's an avid sports enthusiast, with interests in golf, soccer, hockey, Cricket, and football.