Kelly Heinen
Financial Advisor
Helping business owners, physicians, healthcare professionals and families design comprehensive financial plans.
Your Dream Team
Get to know your dedicated team
As our loyal client base continues to grow, our team is determined to ensure our clients receive the best possible service. We're committed to making sure our clients are fully satisfied with the work we provide, as we guide them on their journey towards financial independence.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Patricia De Haven
My practice is dedicated to serving anyone with an open mind and a dedication to bettering their lives and their loved ones' lives.
Michael Jacob
ChFC®
Private Wealth Advisor
Financial growth doesn’t happen by chance; it results from strategic planning. With 18 years of experience as a Wealth Management Advisor, Mike Jacob can provide such planning. Whether you aim to protect, grow or transfer wealth, he understands how wise financial planning can enhance your future. He often works with business owners, lawyers, and physicians to help achieve their financial goals.
