Andrew-HeeseAndrew M. Heese

In business since 1999, Andrew has worked both on the Institutional side of the investment world as well as the private side. From 1999-2004 Andrew represented some of the largest firms in the industry. Having a unique opportunity to work at the top of the financial marketplace allowed Andrew an opportunity for incredible personal growth and experience. Those opportunities were integral in making the shift into private financial planning in 2004. “I consider myself very lucky to have had the rare opportunity to see this industry from both sides. And I understand that people want to be seen for what they are, and want to invest their money with someone who will work alongside them in achieving their financial goals.”

Andrew attended Colorado State University where he studied Finance and International Business. Andrew has remained focused on building a business in the Colorado area that excels in providing financial advice to people in need. ”Building strong relationships with many different clients through the platform of financial services will always be an incredible blessing in my life.”

Andrew and his wife Dina live in the Arvada area, a suburb of Denver, CO with their two sons Jaden and Jude. Andrew and his family are very passionate about working and serving underprivileged families abroad. They spend as much time as possible working with a school in southern Mexico teaching English to 5th and 6th grade students. Their family also enjoys staying very active though different sports and activities. “We love living in Colorado and look forward to raising our children here and expanding our business for many years to come”

Office: (303) 974-6987
Mobile: (303) 523-3631
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Robert J. Meyer

Robert started working in the Financial Services industry in early 2000, representing some of the top Financial Services firms on the East and West Coast. “My experience and ‘Financial Education’ during this time proved to be invaluable to my life personally and professionally.” In 2003 Robert changed industries and worked for a Fortune 500 company for seven years in the Business Development and Channel Management capacity managing multi-million dollar accounts and distribution networks. Robert credits his penchant for data analysis and implementation as integral to bringing him success in his corporate career.

In 2010 Robert returned to the Financial Services arena with a renewed outlook and tremendous amount of enthusiasm. “I am so blessed to be able to once again work with my longtime friend and High School teammate Andrew Heese. It is rare to have a friend of such character and integrity, let alone be able to work hand-in-hand with him on a daily basis.” Our focus is to build a business that excels in providing financial advice to people in need. Robert holds and active license and Insurance appointments in the following states: Colorado, Idaho, Montana, and Missouri.

Robert attended the University of Colorado and graduated with a degree in Financial Management, GO BUFFS! A native of Colorado, Robert enjoys the abundance of outdoor activities this beautiful state has to offer. When not focused on building relationships with new and existing clients, Robert enjoys traveling and considers himself an avid golfer. Robert believes in the philosophy that to whom much is given, much is required. “Our successes in life have given us a great opportunity to give back to communities on the local level, in Mexico, and overseas – serving underprivileged families.”

Office: (303) 974-6987
Mobile: (303) 525-9054

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225 Union Blvd. Ste #150
Lakewood, CO 80228 


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About Us

  • We take a holistic approach with each individual client and create a financial plan that is specific to their needs rather than a canned "one-size-fits-all" approach.

  • Hands-on experience with multiple means of investing, from individual stock trading, to mutual funds, to insurance based investment vehicles and estate plans.

  • Highly experienced for being in our early 30s. Combined 23 years of financial experience and exposure to a vast array of different markets that have impacted investors in numerous manners.

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