Jon Heisterberg

Jon Heisterberg

Jon Heisterberg
Associate Wealth Management Advisor
Email
(913) 748-0601

ROLE AND EXPERTISE

Jon is an Associate Wealth Management Advisor with Melton Wealth Partners focused on providing individuals and families customized solutions and financial plans designed to meet their financial goals. Retirement planning, education funding, risk management, asset accumulation, retirement income distribution and investment strategies are just a few of the services that Jon provides our clients. He is a great educator and is instrumental in helping retirement plan participants successfully prepare for retirement.

In partnership with the advisors at Melton Wealth Partners, Jon assists in providing risk management solutions for clients. Jon expertise in the design, implementation and administration of risk management and insurance solutions help to ensure our clients are protected. Protecting our clients in the event of a premature death, loss of income, long-term health risks and estate protection are integral in providing our clients with comprehensive solutions and preparing for the “what-ifs” in life.

BACKGROUND AND EDUCATION

Jon started his career with Northwestern Mutual as an intern in 2006. Upon graduation, Jon became a full-time Financial Representative and joined Melton Wealth Partners in 2010.

  • Bachelor of Science in Finance - University of Central Missouri
  • FINRA Series 7, 63, 66
  • Life/Health/Long-Term Care Insurance License

PERSONAL

Jon enjoys attending and watching sporting events, exercising, South Dakota pheasant hunts and spending time with his wife Rachael, and their daughters: Blair, Finley, Reese and Grace.

< Back to Our Team

Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

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