Brian Heckert, founder of Financial Solutions Midwest (FSM), has joined has joined forces with Strategic Retirement Partners, a national retirement plan consulting services firm. Brian currently manages the retirement plan consulting business for FSM, and will continue serving clients and growing the practice in the St. Louis and southern Illinois market.
Having entered a career in finance in 1985, Brian, focuses his practice on retirement plan administration and business planning. As Managing Member of Financial Solutions Midwest, LLC, Brian dedicates his professional life to providing strategic advice and services for individuals and businesses. In 2016 Brian served as President of the Million Dollar Round Table (MDRT), and as his 5-year term on the Executive Committee ended in September 2017. He will maintain active membership in MDRT as well as membership of the MDRT Foundation. (MDRT is the premier association of financial professionals with over 62,000 members worldwide.) Brian holds his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Qualified Plan Financial Consultant (QPFC) designations from the American College and his Accredited Investment Fiduciary (AIF) designation from FI360.
“I am looking forward to the collaborative environment that SRP offers,” said Brian Heckert, Managing Director, Strategic Retirement Partners. “One of our main goals at FSM is the continued expansion of our knowledge network to help our clients obtain access to the most competitive products and services. SRP has so many smart people doing good work and I think that will be a great benefit to the FSM team and our clients.”
In addition to the Qualified Plan business, Brian, and his Partner Leo Barczewski manage over 1,000 financial client relationships around the country. Teaming up with SRP allows them to continue to focus on the growth of FSM while also increasing services specific to the retirement plan clients. FSM has expanded rapidly through mergers with other advisors and internal growth.
“We are excited to have Brian and FSM partner with SRP,” said Jeff Cullen, Managing Partner, Strategic Retirement Partners. “Brian is constantly expanding his knowledge and provides innovative consulting to help his clients realize their goals. His dedication to his clients and our industry are just a couple of reasons why I am so enthusiastic about this partnership.”
Arkansas & Southern Missouri