H. Kent Heise AEP, CLU, ChFC

Wealth Advisor

For nearly five decades, Kent has developed extensive experience assisting individuals, families, owners of closely held businesses, and charitable entities enhance and plan their financial future. He earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations awarded by the American College, as well as the Accredited Estate Planner (AEP®) designation awarded by the National Association of Estate Planners & Councils. Kent is committed to providing you with financial tools, products, investment and advisory services to address your financial goals and dreams. 

Kent is an active member of St. John Lutheran Church, a current and founding board member of The Haven Network, and an active volunteer for other organizations. He and his wife, Jean, have two adult children and six grandchildren.