With IAG since: 2013
Personal: Family time and sporting events
Phone: 262-446-8150
Fax: 262-446-8135
Email: jheineck@iagwealthpartners.com
The best part of being a Financial Advisor is the relationship that I build with my clients. I want to understand their fears, their hopes, and their dreams. It is most rewarding for me when I can help my clients have a true understanding of their financial picture. I like to help them identify areas that need attention and then develop their personal Portfolio GPS™ plan. Developing their Portfolio GPS™ plan involves gathering all their financial data, understanding their goals, and analyzing their investments. Guiding them through all of life’s changes, adjusting the plan when needed, and always keeping their best interest as my top priority is what makes our client-advisor relationship work.
One of the most wonderful aspects of working at IAG Wealth Partners is our collaborative team approach to planning. As the director of the Financial Planning Team, I work with all of IAG’s advisors helping them prepare unique plans that align with each of their client’s financial goals. I am also honored to be the point advisor for our partnership with Great Midwest Bank. I would urge anyone looking for financial management and investment guidance to carefully interview every firm and advisor you are considering. When making such a crucial decision, I would encourage you to place a high value on teamwork.
My husband, Robert, and I have four sons. We enjoy spending time with each other, in fact the best days are when we get to see all four in one day!! Favorite family pastimes include going to water parks, watching movies, playing games and taking road trips together.
Financial Advisors
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial. Great Midwest Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using IAG Wealth Partners, and may also be employees of Great Midwest Bank These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Great Midwest Bank or IAG Wealth Partners.
Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value