Our Team

 
  • Brian D. Heckert*, CLU, ChFC, AIF®, QPFC*

    Founder - Wealth Manager

  • Leo Barczewski*, MBA & MS in Economics

    President – Wealth Management Division Partner

  • Michael Heckert

    Advisor

  • Brandon Heckert* AAMS

    Advisor

  • Kyler Spencer

    Advisor

  • Jacob Streuter

    Advisor

  • Ashley Kolweier

    New Business Coordinator

  • Lisa DeMuth

    Director of Operations – Northern Territory

  • Julie Leavey

    Director of Operations – Central Territory