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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

pete@straightarrowfg.com

Pete is the President and Wealth Advisor of Straight Arrow Financial Group.  He is a UW-Whitewater graduate earning his Bachelor's degree in Business in 2002.  Jumping right into the financial advising industry...

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Elizabeth Fox

Client Service Specialist

262-251-7765

262-251-7784

liz@straightarrowfg.com

Liz is a graduate of Marquette University with a Bachelor of Science in Business Administration with an emphasis in Finance and Marketing.  After spending some time caring for her children...

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Nicholas Wendt

Client Service Specialist

262-251-7765

262-251-7784

nick@straightarrowfg.com

Nick is a graduate of UW-Milwaukee and has been a part of Straight Arrow Financial Group since 2014. After completing his CFP® certification in December 2018, he earned the title of Wealth Advisor...

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Sarah Kozlowski

Client Service Specialist

262-251-7765

262-251-7784

sarah@straightarrowfg.com

Sarah graduated from UW-Milwaukee with a degree in both Marketing and Journalism & Mass Communication. She worked in the Retirement Plan Services industry for several years and in 2014 earned...

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