Heise Advisory Group is an independent retirement planning firm based in St. Louis. Our independence means there are no corporate mandates or sales quotas pre-determining what strategies we may propose for your plan. Our recommendations are based solely on your best interests. It is the value of this independent advice that we believe is important in helping our clients create strategies for pursuing their financial independence.
Our advisory team is made up of professionals who begin their relationship with you by understanding what makes you unique. We carefully align your financial program with your personal values, circumstances and priorities. We make it our business to understand you, where you’ve come from and where you wish to be.
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 helping them put a plan in place for retirement. Ken has been in the financial services industry since 1990 striving 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, life-long relationships with our clients and I take a sincere interest in their... (read more)
Lori is the Vice-President and Managing Partner of Heise Advisory Group. Lori’s true passion is people and in 1989, she found a way to translate that passion into a career in the insurance industry. Lori is a licensed insurance agent and is a member of the National Ethics Bureau, an independent organization for insurance and financial professionals who have maintained and exemplary record of business ethics. 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 handles the day-to-day operations... (read more)
Steve has spent his entire professional career in the financial services industry and has held positions ranging from branch manager to senior vice-president at companies such as Merrill Lynch, AG Edwards, Wachovia, Hilliard Lyons and Moloney Securities. Steve joined Heise Advisory Group in 2015 to work more directly with families on a personal level, using his passion and experience to help guide families through the process of planning for retirement and eventually transitioning into retirement. Steve has been married to his wife Susan since 1979, has two grown daughters, Rachel and Lindsey and one grandson. Outside of the office, Steve is very active in the community. He has served on the board of... (read more)
Megan graduated from Missouri State University, bringing with her, great customer service experience from very diverse organizations including: the Springfield Cardinals, MSU Athletic Sales Department and St. Louis Bread Company. Megan provides guidance, instruction and leadership to the Heise team. Megan is responsible for our overall marketing strategy and coordinates all informational workshops and client appreciation events. Megan keeps our clients connected by coordinating emails, updating our social media, newsletter and various other communication outlets. Her primary mission is to ensure our clients and potential clients are informed, welcomed and comfortable. Outside of the office, Megan loves to spend... (read more)
Suzan comes to Heise Advisory Group with more than 10 years of customer service experience. Suzan is responsible for ensuring that our clients and potential clients feel welcome when visiting our office. Suzan assists clients with all service requests in a timely manner, prepares for all client reviews, maintains our schedules and assists with all day-to-day administrative duties. “Every person you meet makes an impact on who you choose to be, which leads you to choose to inspire others.” Suzan is a true believer in this statement and inspires everyone she meets through her positive “go-getter’ attitude. Suzan is an outdoor adventurer and enthusiast. She enjoys hiking, hunting, fishing and camping with her family and her dog Scarlett.