Co-founder and President of Heise Advisory Group
Ken Heise is co-founder and President of Heise Advisory Group. He has more than twenty years' experience in the insurance and annuity industry as well as 17 years experience in the securities business. Ken is a Registered Financial Consultant, a professional designation awarded by the International Association of Registered Financial Consultants (IARFC), to those financial advisors who can meet the highest standards of education, experience and integrity that are required of all members.
Ken is also a Top of the Table member of the Million Dollar Round Table (MDRT), placing him among the top one half of one percent of financial and insurance professionals worldwide. MDRT is recognized as an international standard of excellence in the life insurance and financial services industry.
Ken graduated with an engineering degree from Milwaukee School of Engineering. After nine years, he found that something was missing. As luck would have it, Ken's parents were retiring about this time and asked Ken to assist them with their retirement planning. During this process, Ken realized his true passion for helping others with their retirement and estate planning.
"My personal mission is to give our clients confidence about their finances enabling them to live 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 or father. I am dedicated to building warm, friendly relationships with our clients and taking a sincere interest in their values, plans and dreams for the future."
"For I know the plans I have for you, " declares the Lord, "plans to prosper you and not to harm you, plans to give you hope and a future."
Co-founder and Vice-President of Heise Advisory Group
Lori Heise is co-founder and Vice-President of Heise Advisory Group. She has over twenty two years’ experience in the insurance industry and specializes in helping clients preserve their assets and provide guaranteed lifetime incomes based on standards of suitability and individual client needs. Lori is committed to the financial security of her clients and is proud to provide exemplary customer service while displaying the highest standards of ethics and professional knowledge.
Lori attended the University of Missouri-Columbia and majored in business administration. Since entering the financial services field, she has attended numerous continuing education classes in the areas of insurance, retirement planning and estate planning.
Lori is an approved member of the National Ethics Bureau (NEB), an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics.
“My personal mission is to strive to be a better person each day and bring happiness to others through my compassion, sense of humor and kindness. I believe that all good things are achieved through hard work, integrity, honesty and commitment to excellence.”
Director of Marketing and Operations
Meaghan graduated from Truman State University. She brings with her over 13 years of marketing, operations, and client relations experience. Meaghan is responsible for our overall marketing strategy as well as the planning of our educational events and our lively client appreciation parties. Her primary mission is to ensure our clients and potential clients are informed, welcomed and comfortable. She lives in University City with her husband and two rascally pups. When she’s not in the office, you’ll find her cooking (she has a recipe blog!), camping, hiking with rescue dogs or spending time with her family.
Director of Client Relations
Meredith joins the Heise Advisory team with over six years of administrative and client relations experience. She will be responsible for Client Relations and her primary goal is to work diligently to take care of our clients just as if they were family. Meredith obtained her Bachelor of Science and Master of Business Administration degrees from Missouri State University-Springfield. Meredith currently lives in Fenton with her husband, Justin and their two rescue dogs, Maggie and Tiny. When she is not in the office you can probably find Meredith working on her photography skills, spending time with her family, or taking her two pups for a walk.
Sam graduated from the University of Wisconsin in 2007 and received his MBA from St. Louis University in May 2011. He is currently pursuing his JD at Saint Louis University and will graduate in December 2014. He is responsible for drafting client deliverables and for consulting on business and financial decisions. His mission is to provide clear and concise information to both clients and potential clients, while also helping out wherever he can with the Heise team. He currently lives in Creve Coeur with his girlfriend and their cat Bucky. When he's not in the office you'll either find him in school, with family and friends, or following one of his favorite sports teams.