Meet The Team
The team behind Heise Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Ken Heise Founder and Financial Advisor
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, lifelong relationships with our clients, and I take a sincere interest in their values, plans and dreams for the future.”
Ken is an Investment Adviser 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 their standards of education, experience and integrity.
Ken is the host of the radio show “Your Retirement Highway™,” heard Sundays at 9:30 a.m. on KMOX 1120; Saturdays at 7 p.m. on KFTK 97.1; and Saturdays at 10:30 a.m. and Sundays at 8 a.m. on 101ESPN. Ken has also been quoted many times in Kiplinger and US News & World Report regarding retirement issues.
Lori Heise Founder and Financial Advisor
Lori handles the day-to-day operations and productivity within the office as well as the monitoring of money transfers for their clients.
Lori’s true passion is people, and in 1989, she found a way to translate that passion into a career as a licensed insurance agent. 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 is also passionate about children and is very involved with the Missouri Chapter of Make-A-Wish. She participates in many of their local fundraising activities and is also a wish granter, helping make dreams come true for children diagnosed with critical illnesses.
Steve MahlerFinancial Advisor
Megan Miener Financial Advisor
Suzan KellyClient Relations
Charissa Marciniak Marketing Coordinator
Take the Checklist Challenge!
How prepared are you for retirement?
This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing concerns we hear from clients. You’ll examine:
Whether you’re taking on an appropriate level of risk
How your assets and liabilities stack up
What gaps you may have in your current plan
Ready to Take The Next Step?
For more information about any of the services or products listed, choose a time to come into the office and speak with one of our advisors, or register to attend one of our upcoming events.