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.
Matthew Allgeyer
Managing Member
Matthew AllgeyerManaging Member
A double major who graduated at the top of his college class, Matthew has a deep passion for educating clients so they can make informed decisions that help give them the confidence to pursue their retirement dreams without worry.
Matthew is a math lover who enjoys people and solving issues. He has been helping his clients craft retirement solutions for more than two decades — ever since he and his father performed a detailed evaluation of his strengths, goals and future — and now is a dedicated and decorated professional who can offer both investment and insurance products.
As owner and managing member of Heise Advisory Group powered by FYRA Capital Management, Matthew is responsible for helping with all of the firm’s daily operations. That includes meeting with clients, reviewing portfolios, researching investments, evaluating risk, explaining the benefits of strategies and conversions, and offering advice on everything from cash flow and retirement solutions to estate plans.
Matthew teaches about Medicare, long-term care, veterans’ benefits, retirement planning and more to help people have a full understanding of issues, plans and recommendations. “I want clients to be aware and understand what we are doing for them before they make a decision,” he says. “My clients trust me, but I want them to make the decisions after understanding the pros and cons of the suggestions.”
Matthew graduated summa cum laude from Rockhurst University, where he was a double major in economics and marketing and also earned a minor in Spanish. He lived in Seville, Spain, for nine months while he was in college and speaks fluent Spanish.
A St. Louis resident, Matthew is the head of an investment committee for a local high school and also serves on the finance committee for a high school.
Matthew met his wonderful wife, Kacey, on a mission trip to Nicaragua. They are blessed with five children — all of them “overachievers and amazing” — and have another child on the way. “They are everything to me,” Matthew says.
Ken Heise
Founder & Financial Advisor
Ken Heise Managing Member
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 to help them put a plan in place. Since starting in the financial services industry in 1990, Ken’s goal has been 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 the host of the radio show “Your Retirement Highway™”, heard Sundays at 9:30 a.m. on KMOX 1120. Ken has also been quoted many times in Kiplinger regarding retirement issues.
Kyle Jones
Managing Member & Portfolio Manager
Kyle JonesManaging Member & Portfolio Manager
Kyle focuses on providing financial solutions and services for clients based on facts, honesty
and integrity.
Before starting FYRA, Kyle gained experience in the financial industry as an assistant portfolio manager, derivatives trader and financial advisor. “I love to meet new people and solve problems,” Kyle says. “Financial planning to me is just one large, customized problem-solving exercise for each client.”
Wanting to offer value to individuals rather than large companies, Kyle and his business partner, Matthew, started their own firm in 2019. Kyle applies his insight and market understanding to help clients achieve their goals and expectations.
Kyle is a financial professional who can offer investment and insurance products and services. He has passed the Series 7 and 66 securities exams and holds insurance licenses for health, life, annuity and long-term care. He graduated from Southern Illinois University Edwardsville with a degree in business administration with a specialization in finance. He has been named Wealth Manager of the Year and featured on Fox 2 News.
Outside of the office, Kyle enjoys hunting, fishing and spending time with friends and family. He and his wife, Tiffany, and daughter, Isabella, love their pizza and movie nights at home, traveling together, sports and outdoor activities.
Megan Miener
Financial Advisor
Megan Miener Financial Advisor
Megan's passion for retirement wealth management and planning evolved as she flourished and grew with Heise Advisory Group. Megan joined the Heise Advisory Group “family” in 2016 and instills her family-oriented values within the practice.
As an Investment Adviser Representative and a licensed insurance producer, she’s experienced in helping create individually designed plans for retirees and soon-to-be retirees with a focus on retirement income planning, wealth management and preservation, tax efficient strategies and legacy planning.
Megan’s mission is to create a relationship with each client that is based on trust, integrity and genuine enthusiasm to help guide them towards a successful retirement.
Lori Heise
Founder & Financial Advisor
Lori Heise Founder & Financial Advisor
Lori is an Investment Adviser Representative and a licensed insurance producer. She handles the processing of new accounts and transactions, transferring of funds and requesting distributions. Lori’s true passion is people, and 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 kids diagnosed with a critical illness. Lori has four children of her own and two grandchildren that she cherishes spending time with as much as possible.
Paige Lesko
Director of Marketing
Paige Lesko
Director of Marketing
Paige brings her marketing and communications background together to serve as the Heise & FYRA Team’s Director of Marketing.
Paige is responsible for creating and accelerating the company’s marketing strategy and brand recognition across the St. Louis area. She is focused on driving the company vision of empowering individuals to retire with confidence and improve people’s lives by building marketing campaigns to promote our exceptional services and purpose driven initiatives.
Paige’s expertise and creativity drive her optimistic attitude and contribute to the Heise & FYRA team values of hard work, integrity, and excellence.
Suzan Kelly
Client Relations
Suzan KellyClient Relations
Suzan brings over 15 years of excellence in customer service to Heise Advisory Group.
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.”
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.