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Our Team

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participating in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized services that we can provide acts as a roadmap to working toward a more independent financial future. We look forward to using our experience to help you pursue your financial goals.

Peter Heimerman, CMFC®

President and Wealth Advisor

262-251-7765

262-251-7784

[email protected]

After graduating from UW-Whitewater in 2002 with a Bachelor's degree in Business, Pete joined Waddell & Reed as a Financial Advisor. Pete has continued his education and credentials by earning the Charter Mutual Fund Counselor...

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Lynn Javens

Client Service Specialist

262-251-7765

262-251-7784

[email protected]

Lynn graduated from Carroll University. She has worked at Waddell & Reed since May of 2000 and has been licensed since 2011. An indispensable part of our team, Lynn is the main client contact for our practice. She keeps track of the...

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Elizabeth Fox

Client Service Specialist

262-251-7765

262-251-7784

[email protected]

Liz is a graduate of Marquette University. After spending some time caring for her children, Liz joined our team in September of 2012 and completed her licensing in 2013. Her responsibilities include researching health care options,...

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Nicholas Wendt

Client Service Specialist

262-251-7765

262-251-7784

[email protected]

Nick is a graduate of UW - Milwaukee. He joined our team in January 2014. Nick assists in all aspects of our business but focuses on working with Pete to assist with the creation of financial plans and manage our technology. In his...
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Sarah Kozlowski

Client Service Specialist

262-251-7765

262-251-7784

[email protected]

Sarah is a graduate of UW-Milwaukee, and is a client service specialist. She has joined the team part-time in January 2017, and currently assists with managing the client database and marketing endeavors. Sarah and her husband, Justin,...

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