KEN HEISE
Founder and Financial Advisor
Ken’s dedication to helping others with their retirement and estate planning began when his own parents went through the process. There weren’t many options for them, and it was stressful to help them put a plan in place. Since starting in the financial services industry in 1990, Ken’s goal has been to reduce that stress for other families.
Ken’s personal mission is to give clients confidence about their finances and help them make informed decisions so they can enjoy their retirement years to the fullest. “This is a responsibility I take very seriously, and I treat every client as if they were my own mother and father. I am dedicated to building warm, friendly, lifelong relationships with our clients, and I take a sincere interest in their values, plans and dreams for the future.”
Ken is an Investment Adviser Representative as well as a Registered Financial Consultant®, a professional designation given by the International Association of Registered Financial Consultants to financial advisors who meet their standards of education, experience, and integrity.
LORI HEISE
Founder and Financial Advisor
Lori is an Investment Adviser Representative and a licensed insurance producer. Lori oversees all aspects of the business including day-to-day operations and management. She handles the processing of new accounts and transactions, transferring of funds and requesting distributions. Lori’s true passion is people, and her personal mission is to strive to be a better person every day and bring happiness to others through her compassion, sense of humor and kindness. “I believe that all good things are achieved through hard work, integrity, honesty and a commitment to excellence.”
Lori is also passionate about children and is very involved with the Missouri Chapter of Make-A-Wish. She participates in many of their local fundraising activities and is also a wish granter, helping make dreams come true for kids diagnosed with a critical illness. Lori has four children of her own and four grandchildren that she cherishes spending time with as much as possible.