Gary R. Kellen
Senior Director - Retirement & Estate Planning
Industry Start Date:
Heck Capital Advisors Start Date:
Bachelor’s Degree, Business Administration, St. John’s University
Chartered Financial Consultant (ChFC®); Chartered Life Underwriters (CLU®); Chartered Advisor for Senior Living (CASL®); numerous Securities Examinations; Registered Investment Advisor Representative
Prior Work Experience:
Prior to Heck Capital Advisors, I was at a Wall Street firm from 1995 to 2007 working with high net worth clients on their estate and financial plans.
My wife and I enjoy fishing, bonfires, and sunsets at the lake with our two adult children and two Labrador Retrievers.
What do you enjoy most about working at Heck Capital Advisors?
I truly enjoy the financial planning process. Working at Heck Capital Advisors gives me the opportunity to apply my vast industry experience in building comprehensive financial plans for our clients.
What is the most rewarding part of your position?
Clearly the most rewarding aspect of my job is seeing my clients reach their goals. Knowing they were able to fund a child or grandchild’s college education, purchase a retirement home, take a vacation of a lifetime or provide support to a favorite charity is extremely gratifying.
How are you involved in the community outside of work?
Currently, I serve as President of the Hodag Diamond Club and Treasurer of Babe Ruth Baseball. Our mission at the Hodag Diamond Club is to support the advancement of baseball in the local Rhinelander community and schools. I previously served as President for the Rhinelander Ice Association, a non-profit organization dedicated to improving and expanding hockey and figure skating in the Rhinelander area. I’ve been involved in coaching youth sport programs and other community activities for many years.
What are some of your hobbies/interests?
I’m an avid sports fan; I enjoy hunting and fishing and I love spending time with my family and our dogs on the lake.
What do you hope to achieve for your clients?
I really enjoy working with our clients and helping them reach their financial goals, whether it be a comfortable retirement or preserving their wealth for the next generation.