Heise Advisory Group is an independent retirement planning firm based in St. Louis. Our independence means there are no corporate mandates or sales quotas pre-determining what strategies we may propose for your plan. Our recommendations are based solely on your best interests. It is the value of this independent advice that we believe is important in helping our clients create strategies for pursuing their financial independence.
Our advisory team is made up of professionals who begin their relationship with you by understanding what makes you unique. We carefully align your financial program with your personal values, circumstances and priorities. We make it our business to understand you, where you’ve come from and where you wish to be.
For over 26 years, Ken has been in the financial services industry striving to reduce that stress for other families. 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 high standards of education, experience and integrity.
When it comes down to it, Lori's true passion is people. Twenty-seven years ago, she found a way to translate that passion into a career in the insurance industry. Lori is a licensed insurance agent and focuses on helping clients preserve their assets and provide guaranteed lifetime incomes using annuities, based on individual client needs.
With 35 years experience in the financial services industry, Steve has held positions ranging from Branch Manager to Senior Vice President at companies such as Merrill Lynch, A.G. Edwards/Wachovia, Hilliard Lyons and Moloney Securities. Steve is an Investment Adviser Representative and a Registered Financial Consultant.
Meaghan brings with her over 15 years of marketing, operations, and client relations experience. Meaghan is responsible for our overall marketing strategy as well as the planning of our informational events and our lively client appreciation parties. Her primary mission is to ensure that our clients and potential clients are informed, welcomed, and comfortable.
Megan will be your first point of contact when you call or come into the office and she’ll make you feel right at home. Megan recently graduated from Missouri State University, bringing with her great customer service experience from very diverse organizations including: the Springfield Cardinals, MSU Athletic Sales Department, and St. Louis Bread Company. When she’s not in the office, Megan loves to surround herself with her family and friends, play volleyball and chase after her sweet pup Baloo!