Kevin Heideman & Associates

Advisors

Erik Valenza

Erik Valenza

Financial Advisor

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Kevin Heideman

Kevin Heideman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kevin Heideman's website

Team

Amy Nelson

Amy Nelson

Client Service Specialist

Roles & Responsibilities

  • Meeting Preparation & Follow-up
  • Business Processing & Submission
  • Client Service Requests & Follow-up
  • Account Maintenance & Transactions
  • Money Movement
  • Technology Service Assistant
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Sandy Nugent

Sandy Nugent

Administrative Assistant

Roles & Responsibilities

  • Client Reception & Client Care
  • Scheduling/Meeting Coordination
  • Administration & Account Maitenance
  • Meeting Preparation
  • Business Processing & Submission
  • Record Retention & Filing
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Matt Gottschalk

Matt Gottschalk

Paraplanner

Qualifications

  • Bachelor of Arts in Business Finance from Rockford College

Roles & Responsibilities

  • Financial Analysis
  • Data Gathering & Data Entry
  • Financial Plan Generation & Submission
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Patricia Lorenz

Patricia Lorenz

Administrative Assistant,

Receptionist

Roles & Responsibilities

  • Client Reception & Client Care
  • Scheduling/Meeting Coordination
  • Administration & Account Maitenance
  • Record Retention & Filing
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