Welcome Andrea E. JorgensenSubmitted by Heck Capital Advisors on June 18th, 2020
Heck Capital Advisors is excited to announce Andrea E. Jorgensen has joined our team!
Andrea is a Financial Planning / Client Relationships Senior Associate at Heck Capital. In this role, Andrea will work closely with our clients and Advisors to deliver a comprehensive, high touch client experience. Andrea’s responsibilities include establishing relationships, servicing clients, and developing financial planning initiatives from our Milwaukee office. Andrea has spent time working in an advisor capacity with clients for several years and has been in the financial services industry for over 7 years. She graduated cum laude with a Bachelor of Science degree in Marketing from the University of Denver.
Heck Capital is excited to have Andrea join our team and we look forward to her contributions!