Ken and Lori Heise
Ken and Lori Heise are a husband-wife financial team focusing on safe money for their clients. They are co-founders of the Heise Advisory Group in St. Louis, MO. They like to call themselves “Geriatric Specialists of Retirement Income Planning.” They met as they both became interested in helping those in retirement achieve complete financial stability. Lori, from St. Louis, MO, spent 18 years in insurance before deciding to help those reaching the end of their careers. Ken is from Milwaukee, WI, and spent nearly 17 years working with insurance and securities.
Ken and Lori run their practice like their family, with passion and love. Driven by a meaningful quest to help those who aren’t sure how to move forward, Ken and Lori routinely hold evening seminars to inform their community. Together they help retirees create a steady income stream that they can never outlive. They are available and willing to help anyone in or near retirement ensure their future is as bright as possible. The accolades that Ken and Lori have earned over the years are staggering.
Ken is a Registered Financial Consultant, a professional designation awarded by the International Association of Registered Financial Consultants. Ken is also a Top of the Table member of the Million Dollar Round Table, placing him among the top one half of one percent of financial and insurance professionals worldwide.
Lori is an approved member of the National Ethics Bureau (NEB), an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics. Lori is also a past member of the Million Dollar Round Table.