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 , ChFC®

Partner and Private Wealth Advisor

Office 765-473-3650


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Matthew Louis Henry , CLU®

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 Gates

Director of Operations

Office 260-423-3691


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Josh Tucker

Director of Planning and Investment Operations

Office 260-442-3026


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BJ Moore

Director of Client Services

Office 765-473-3650


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Amanda McQuilkin

Director of Marketing and Client Experience

Office 260-423-3691


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Rich Vail

Financial Planning Specialist

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Colton Yergler

Financial Planning Associate

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Rita Quinn

Financial Planning Assistant

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Meghan Moore

Financial Planning Assistant

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Melissa Ann Thomas

Client Coordinator

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Joni L. Truex

Client Coordinator

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Anna L Paulus

Client Service Administrator

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Teri L Hitzman

Director of Investments

Office 260-443-7661


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Taylor Kohlmeyer

Director of Insurance

Office 260-443-7663


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Dawn N Riggen , B.S.

Insurance Coordinator

Mobile 574-457-9145


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Courtney Hanna

Service Coordinator

Office 260-423-3691


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