A Life Balanced in Finance and Family: The Journey of Joseph Heitkamp

Joe Heitkamp is more than just a financial advisor; he's a dedicated family man, a meticulous planner, and an avid sports enthusiast. With a career spanning over 15 years in financial planning and wealth management, he has built a reputation for his strategic acumen and unwavering commitment to his clients' financial well-being.

Born and raised in Franklin County, Missouri, Joe showed an early aptitude for numbers and a passion for helping others. His journey into the world of finance began with a Bachelor's degree in Finance from the University of Missouri- Columbia.

Armed with a solid educational background, Joe embarked on his professional journey in the financial services industry. He started his career at MetLife where he honed his skills in financial analysis, retirement planning, and portfolio management. Recognized for his exceptional performance and client-centric approach, he quickly rose through the ranks, eventually establishing himself as a established advisor among high-net-worth individuals, families, and businesses.

Over the years, Joe has worked with clients from diverse backgrounds, guiding them through various financial milestones and helping them navigate market volatility with confidence. His comprehensive wealth management strategies, tailored to each client's unique needs and goals, have earned him accolades and referrals, solidifying his position as a leader in the field.

While Joe is passionate about finance, his true joy lies in spending time with his family. As a devoted husband and father of Hadley Jeanne and Joey Jr, he cherishes every moment he gets to share with his loved ones. A proud supporter of his kids' athletic endeavors, he can often be found cheering them on from the sidelines of basketball, softball & volleyball games.

In his rare moments of leisure, Joe enjoys pursuing his own hobbies, including golf. Despite his persistent efforts to improve his game, he humorously admits that his golf skills seem to plateau with each round.

Witnessing the direct and immediate impact of his work inspires and motivates Todd Gentry to guide his clients toward their personal and professional goals. With nearly 30 years in the industry, he believes that meaningful, long-term relationships are at the root of all successes. By understanding his clients’ individual considerations, he creates customized plans, offering them confidence in both their current lifestyles and plans for the future.

Todd began his career in special needs planning and places a great emphasis on this aspect of his practice. He takes pride in his ability to help parents feel confident that their child with special needs will be taken care of no matter what circumstances arise. Given his detailed knowledge of this specialized niche, he has hosted many seminars and workshops to offer parents and other professionals a deeper understanding of the topic.

Todd earned his finance degree from Missouri State University and has acquired several professional certifications since entering the field in 1993. As an avid learner, he works diligently to stay up to date with industry-related news and updates.

Outside of his work as an advisor, Todd enjoys spending time with his daughters, Reece and Ava.