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Ken Heise
Co-founder and President of Heise Advisory Group

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 fairly stressful.  For the past 23 years, Ken has been in the financial services industry striving to reduce that stress for other families. Ken is an Investment Advisor Representative as well as a Registered Financial Consultant, which is a professional designation awarded by the International Association of Registered Financial Consultants to financial advisors who meet high standards of education, experience, and integrity. Ken is also a Top of the Table member of the Million Dollar Round Table, placing him among the financial and insurance professionals worldwide.

Ken's personal mission: 
To give our clients confidence about their finances and help them make informed decisions so they can 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." – Ken Heise

KEN HEISE IS AN INVESTMENT ADVISER REPRESENTATIVE, INVESTMENT ADVISORY SERVICES OFFERED THROUGH GLOBAL FINANCIAL PRIVATE CAPITAL, LLC, AN SEC REGISTERED INVESTMENT ADVISER.



Lori Heise
Co-founder and Vice-President of Heise Advisory Group

When it comes down to it, Lori's true passion is people and 24 years ago, she found a way to translate that passion into a career in the insurance industry.  Lori is a licensed insurance advisor and specializes in helping clients preserve their assets and provide guaranteed lifetime incomes based on individual client needs  Lori is a member of the National Ethics Bureau (NEB), an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics.  Out of the office, Lori enjoys exercise, travel and Harley Davidson motorcycle rides alongside her husband, Ken.  Most of all, Lori enjoys spending time with their four grown children and their grandson.

Lori's Personal Mission:
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 a commitment to excellence.

"Having the opportunity to sit down every day with new people and learning about them -- who they are and where they want to be...that is what motivates me.  I'm grateful to do what I love, to help people achieve their financial goals, to help take a little of that burden from them." – Lori Heise



Meaghan Shaffer
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.

 

Meredith Rines
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 Lipsitz
Intern

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.