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About Us

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Tom Heller

Tom specializes in comprehensive, individualized financial planning with an emphasis on retirement planning, stock option planning, NUA issues, trusts and professional money manager programs.

Though life insurance is not always the first thing a client wants to discuss, it is a very important topic, and one that is necessary to complete an overall financial plan. Much of financial planning involves thinking through what might happen in the future and preparing for all possibilities. Tom will help you through this process, every step of the way.

Tom's professional designations include: General Securities Representative, Registered Investment Advisor Representative, State Securities Agent and Life, Health and Disability Insurance licensed. He also has 27 years of management experience at Abbott Laboratories.

Tom was born and raised in Kenosha, WI, and received his Bachelor's Degree from Carthage College and then went on to graduate with an MBA from the University of Wisconsin-Whitewater. Tom and his wife Deb have raised three sons who have all graduated from college and are pursuing their own careers.

Tom and his wife Deb have been inducted into the St. Joseph Catholic Academy's Athletic Hall of Fame. They both were college athletes and have enjoyed continued involvement in youth sports through coaching, volunteering, and organizing. Currently the enjoy tennis, golf, and sailing the Great Lakes.

Tom Heller is an active member of the Community, where he has been involved in many organizations including:

  • Board of Directors, S.E. Wisconsin American Red Cross
  • Advisory Board, School of Business, Carthage College
  • Alumni Council, Carthage College
  • Board of Trustee, St. Joseph High School
  • Board of Director, Kenosha Area Business Alliance
  • Board of Director, Rotary International
  • Board of Director, Boys & Girls Club/CYC

 

Andrew Heller

T Heller Financial Service’s newest addition, Andrew Heller, is now proudly serving the community and the firm as a Registered Representative. He is very excited and motivated to be working with his father and brother.

One of Andy’s goals is to help you understand the role of life insurance in your overall financial plan. Thinking about financial protection and retirement can seem overwhelming, but Andy will break it down and work with you to develop a plan that makes sense for you and your family.

“I have always been in the business of helping others, making seemingly complicated information easier to understand and implementing sound action strategies to achieve goals. I take pride in helping others realize their ultimate potential and guide them through the steps to reaching that potential.”

Andy graduated from UW-Parkside in 2009 with a Bachelor of Science Degree in Sports and Fitness Management. Following school, Andy was a Sports Performance Trainer for the next five years. Training in Illinois and Wisconsin allowed him to work with many college bound athletes, as well as existing and current professional athletes of the NBA, NFL and MLB.

In 2012, Andy attended Carthage College's advanced graduate program and received a teaching license soon after. He taught Health and Physical Education along with Anatomy and Physiology for seven years before making the transition to the financial industry.

Andy is the proud father of two children, Finley who is three years old, and Wyatt who is one year old. Andy loves spending time with his beautiful partner Kadi. Together, they enjoy sports and the great outdoors. 

Licenses and Certifications:

  • Series 7 General Securities Representative
  • Series 63 Uniform State Law
  • Securities Industry Essentials Exam (SIE)
  • Life Insurance Line of Authority
  • Variable Products Line of Authority
  • Long Term Care Certification
  • Anti-Money Laundering Certification

Other:

  • Current State of Wisconsin Teaching License
  • CPR/AED Certification 2012-Current
  • Member of APEG (Advanced Planning Educational Group)

 

DAVID HELLER

Everyone's economic and life situation is unique, and David keeps that in mind when providing financial strategies. He believes that personalized service is essential when matching clients with the right strategy to accomplish these financial goals.

As a caring professional, David is dedicated to learning about your personal goals, and together, will use them to build a sound financial strategy focused on your specific needs.

The associates at T. Heller Financial also believe that life insurance not only provides peace of mind to you and your loved ones but is an essential part of a sound financial plan. As you grow and move through life your needs change; David will walk you through the process of understanding where life insurance fits and how much is appropriate for you and your family.

David will continue to work with you to confirm that your goals are met and will maintain an ongoing relationship as your personal and financial goals change.

David graduated from the University of Wisconsin - Parkside with a degree in Economics. After graduation, he worked at T. Heller Financial Services as a Marketing specialist, where he gained knowledge in customer service and relations.

David really enjoys recreational activities with his friends and family including competitive billiards, Frisbee golf, hiking in our local parks, and much more.

David is currently licensed with the following:

  • Health and Life Insurance for the State of Wisconsin
  • Anti-Money Laundering Certificate
  • Long-term Care License
  • Variable Annuities and Annuities
  • Mutual Funds
  • Series 6
  • Series 63

Other:

  • CPR/AED Certification

 

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