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 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 an Investment Adviser Representative as well as a Registered Financial Consultant®, a professional designation given 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 Saturdays 7 a.m. and 12 p.m. on NewstalkSTL, 9 a.m. on 104.9 the Patriot Real Talk, 9:30 a.m. on 97.1 FM Talk, and Sundays at 9:30 a.m. on KMOX 1120. Ken has also been quoted many times in Kiplinger regarding retirement issues.
Lori Heise Founder and Financial Advisor
Lori is an Investment Adviser Representative and a licensed insurance producer. Lori oversees all aspects of the business including day-to-day operations and management. 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.
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.
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.”
Paige Lesko
Marketing Coordinator
Paige Lesko
Marketing Coordinator
Paige brings her marketing and communications background together to serve as the Heise team’s Marketing Coordinator. She focuses on brand management and development and is committed to making the Heise name synonymous with a positive and quality experience. Her job is to plan and execute all marketing and advertising campaigns through print, radio, television, and digital media. She is a recent graduate of Principia College with a bachelor’s degree in Multimedia Communications. Paige’s expertise and creativity drive her optimistic attitude and contribute to the Heise team values of hard work, integrity, and excellence.
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.