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 leads our clients to trust us with guiding them through life’s most difficult decisions.
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 our business to understand you, where you’ve come from and where you wish to be.
In the media:
- Co-founder and President of Heise Advisory Group
For the past 24 years, Ken has been in the financial services industry striving to reduce the stress of retirement and estate planning for families. Ken is an Investment Advisor Representative as well as a Registered Financial Consultant, a professional designation awarded by the International Association of Registered Financial Consultants to advisors who meet high standards of education, experience, and integrity.
Lori HeiseCo-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.
Steve MahlerFinancial Advisor
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 Advisor Representative and a Registered Financial Consultant.
Meaghan ShafferDirector of Marketing and Operations
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 educational 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 MienerClient Relations
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!