Broker Check

Chris Heckadon, CLU

Chris Heckadon, CLU

Managing Partner

Chris Heckadon, Chartered Life Underwriter (CLU®), was born in San Diego, California and raised in Kansas City, Missouri. In 1997, Chris graduated from Central Missouri State University (CMSU) with a Bachelors of Science Degree in Marketing and Legal Studies. Chris was a 2 year Co-Captain for the CMSU Mules wrestling team, and a two time NCAA National Qualifier.

Chris entered the Financial Services industry in 1997 with New England Financial and began his Sales Management career in 2000. Chris earned his Chartered Life Underwriter (CLU®) designation in March of 2004.

His background emphasizes work in the areas of Executive Benefits Planning, Tax Qualified Plans, and Creative Planning Strategies. Chris is a member of the Million Dollar Round Table (MDRT), General Agent Management Association (GAMA) and has completed the Agency Management Training Council (AMTC) courses. His commitment and efforts in the Financial Services industries were recognized when he became a perennial Leader and Agency Builders qualifier.

Due to his desire to make a difference in the lives of his clients, Chris believes we all have at least some responsibility for those who depend on us: our spouses, children or our employees. If nothing else, to make conscious, deliberate decisions about their future, rather than leaving their future to chance and good luck.

Chris devotes his free time to his wife, Tobey, and their children, Macy, Miles, and Margo. He enjoys helping coach his daughters competitive soccer team and is involved with Lakewood Oaks Golf Club and Welcome Mat Judo Club. Chris competed nationally and internationally in wrestling, Judo and Sombo. In 2001, Chris won the World FIAS Sombo Championship, and competed on the US World Cup Team.

Chris is an investment advisor representative.