Our Team
Our staff is comprised of professionals ready to assist in all aspects of your financial life. In time, our clients know us all by name-- and during office hours you will always be able to speak to a person, rather than a machine. In addition, we have developed a large network of trustworthy professionals that can help where we cannot: in specific areas of tax or law, for example.
Click through to read more, or to find contact information on:
| John F. Heeckt | President |
|---|---|
| Forrest O'Brien | Partner and Chief Portfolio Officer |
| George Markus | Financial Consultant for Seniors |
| Michael Hitcho, Jr. | Financial Consultant |
| Frederica L. "Ricki" Grant | Financial Planning Consultant and Advisor |
| Steve Martini | Assistant to the Chief Portfolio Officer |
| James Knight | Registered Representative |
| Andrea Davies | Office Manager |
| Veronica Rehrig | Office Assistant |