Financial Peace of Mind
Our wealth managers can work closely with you to develop a strategy that helps to give you financial peace of mind. We have your back.
You're Our #1 Priority
Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.
Working For You, Not Wall Street
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
Get the Support You Need For Your Financial Goals
Our team of experienced financial advisors work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
Retirement and Estate Planning
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to continue to monitor your financial plan to help confirm that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.
William D. Heichel, JD, CFP®
Founder, Chairman of the Board & Senior Wealth Manager
Keith A. Heichel, CFP®, ChFC, AAMS
President/CEO & Senior Wealth Manager
Jennifer Heichel-Henderson, CFP®, MBA
Chief Operating Office & Chief Compliance Officer
Scott A. Heichel, CFA®, CFP®
Chief Investment Officer & Senior Wealth Manager
David A. Evans, PhD
Associate Wealth Manager
Richard Kammer, CFP®
Associate Wealth Manager
Scott Brihn
Associate Wealth Manager
Stefanie Bitto
Receptionist - Medina