Your Team John Heike CFP®, ChFC®, CLU®, CASL®, CAP®, RICP® Financial Advisor 715-279-1274 John@HeikeWealth.com John is the owner of Heike Wealth Management. John started in the financial services industry in 2007 as an intern with Woodbury Financial Services. After working for the Woodbury Financial Services home office, he joined the Leverty Financial Group in Hudson, WI, as an Associate Wealth Management Advisor. After several years with Northwestern Mutual-Leverty Financial Group, John returned to the area where he was raised to start his own practice. John specializes in personal financial planning, planning for business owners, and designing tax and distribution planning strategies in retirement. John graduated from the University of Minnesota-Carlson School of Management with a B.S degree in finance.John received his Certified Financial Planner designation in 2011 and went on to receive several other designations specializing in life insurance planning, retirement income strategies, and planning for seniors. He is passionate about helping others and providing value for clients through the financial planning process.John resides in Menomonie with his wife, Brittany, and 3 children: Olivia, Andrew, and Allie. Amanda Kahl Office Manager Amanda@HeikeWealth.com Amanda joined the Heike Wealth Management team in February 2022. While Menomonie is not far from home where Amanda grew up it has been her home since graduating Baldwin- Woodville High School. Amanda has several years of background in a Financial Institution and brings many years of quality service to the team.Outside of the office, Amanda is busy entertaining, chaperoning, cooking, and adventuring with her family. Amanda and her husband Brandon have two daughters, Adabelle and Brielle; and a dog Maya. Gary T. Johnson ChFC®, CLU®, MSFS® Financial Professional Gary graduated with a Bachelor of Science degree in Chemistry and Business from the University of Wisconsin-Eau Claire. He has been in the financial services industry for the last 43 years and has served as president of NAIFA and Christ Lutheran Church, among other organizations. Gary has lived in Menomonie since 1977 where he raised his three children, Ashley, Sabrina, and Gabriel. He enjoys all things outdoors, especially hunting and fishing. Kyle Thorpe Director of Operations Kyle@Heikewealth.com Kyle joined Heike Wealth Management in February of 2021 after a 10 year career as a financial advisor with Northwestern Mutual in Eau Claire, WI. He is a graduate of the University of Wisconsin- Eau Claire where he also played safety for the Blugold football team. Kyle grew up in small town, Stanley, WI where he met his wife, Holly, who works for Mason Companies Inc. in Chippewa Falls as their E-Commerce Marketplace Manager. Kyle and Holly have two sons, Auggie and Otto; and two dogs, a Springer Spaniel and a Goldendoodle. They live near Chippewa Falls. If Kyle is not spending time with Holly and his boys, he most likely can be found hunting or fishing. Kyle has earned his 6 and 63 securities licenses, and also carries his life and health insurance licenses. Larry Feiler Registered Assistant Larry has been in the financial services industry for 50 years. Previous to joining Heike Wealth Management, Larry and his wife, Sandra, operated Larry D. Feiler and Associates in Menomonie, WI. After retirement from Woodbury Financial Services in 2018, Larry continues to support clients. Nicole Munro Office Assistant Nicole@whitecapfa.com Nicole has called Hudson, WI home for over 15 years. Upon graduating with a B.S. in Finance from Missouri State University, Nicole worked a little over 8 years at the Edward Jones Investments home office in St Louis, MO in the Operations Division both as a Customer Service Representative and then later as a Team Leader/Manager.After relocating to WI in August 2006 for her husband’s nutritional sales career, she enjoyed spending a few of her children’s “early years” at home prior to jumping back into the workforce. Nicole and her husband, J.J. have three teenage children and lead a very active life in the Hudson community. Nicole is not registered with Woodbury Financial Services, Inc.