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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. 

Brittany Heike

Executive Assistant

Brittany received her masters degree in Education from the University of Minnesota. After teaching for 7 years at St. Bridget’s Catholic School in River Falls, she decided to become a stay-at-home mom.  Now that the kids are in school, Brittany helps with marketing, client communication, and operations.

Corrine Fiege

Receptionist/Office Assistant

Corrine moved to Menomonie in 2016 after the birth of her daughter, Zoey, to be closer to family.  She met her husband, Seth, in college at Minneapolis Business College in St. Paul, Minnesota. Corrine has a background in office administration and real estate.  After 3 ½ years of being a stay-at-home mom, Corrine decided to return to the workforce.

 

Corrine is not registered with Woodbury Financial Services, Inc.

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.

Sam Johnson

Financial Services Intern

Sam is originally from Eau Claire, WI, and is currently studying Business Administration and Economics at UW-Stout.  His expected graduation is in the Spring of 2020. Sam has experience working for the Northwestern Mutual-Hellyer Group as an Financial Representative. After graduation, Sam plans to work full-time in the financial services industry.

 

Sam is not registered with Woodbury Financial Services, Inc.