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Team

At NewsHeisler, we believe our collaborative approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Jake Heisler, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Jake Heisler brings a wide variety of expertise to NewsHeisler Wealth Management. His career began in 2001 as a Financial Advisor with American Express Financial Advisors.

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Peter R. News, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Peter R. News brings significant experience to the firm and its clients. Pete is in charge of the estate planning and insurance division of the firm. He began his career in 2002 building a successful financial planning practice.

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Sam has a strong interest in financial planning and asset management, and enjoys interacting with the clients of NewsHeisler Wealth Management. His interest in all-things cars lends itself to the many moving parts of the financial industry.

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