Heartwood Team

 

Alex M. Reinhard

Partner and Financial Advisor

Office 260-423-3691


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Grant T. Goeglein

Partner and Private Wealth Advisor

Office 260-443-7665


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Jeffrey J Rapp , ChFC®, CFP®, CASL®, RICP®, WMCP®

Partner and Private Wealth Advisor

Office 260-443-7675


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Kyle Wurtzel

Partner and Private Wealth Advisor

Office 765-473-3650


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Matthew Louis Henry

Partner and Private Wealth Advisor

Office 260-423-3691


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Kedric Wayne Miller

Associate Financial Advisor

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Ashley N Stockwell

Associate Financial Representative

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Brooke Dupuis

Operations Manager

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Melissa Ann Thomas

Client Service Manager

Office 260-423-3691


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Courtney Hanna , MBA

Client Service Manager

Office 260-423-3691


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Taylor Fischer

Director of Insurance

Office 260-443-7663


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Joni L. Truex , MBA

Client Service Administrator

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Meghan Moore

Client Service Administrator

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Anna L Paulus

Client Service Administrator

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Josh Tucker

Financial Planning Analyst

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Rich Vail

Financial Planning Specialist

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Teri L Hitzman

Director of Investments

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BJ Moore

Wealth Management Associate

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