Megan Heintzkill

Megan Heintzkill has significant experience in financial planning and wealth management. Megan started their career at State of Wisconsin, DILHR, Division of Unemployment Compensation as an Unemployment Compensation Adjudicator from 1982 to 1989. Megan then worked at Heintzkill Chiropractic, S.C. as a Financial Administrator from 1989 to 1999, where they were responsible for payroll, accounts payable and receivable, and bookkeeping.

From 1999 to 2006, Megan held the role of Financial Account Manager and Wealth Management Advisor at William D. Truax, E.A., Inc. During this time, they advised high net worth clients and small business owners on insurance, investments, estate planning, and taxes using a financial planning process. Megan also developed sales strategies and systems to expand financial services.

Megan joined Johnson Bank in 2006 as a Wealth Strategist and then became a Financial Planning Practice Manager from 2014 to 2014. In these roles, they developed financial planning as a sales tool, worked with partners to identify client needs, and built client relationships.

From 2015 to 2018, Megan worked at Nicolet Wealth Management as the Director of Financial Planning. Here, they directed the financial planning process for the Wealth Management department, including the Trust Department, Brokerage, and Financial Services. Megan was responsible for growing assets under management.

Currently, Megan is the Director of Financial Planning at Fortifi Bank, starting in 2018. In this role, they lead the Investment Services department, creating business development opportunities and overseeing all aspects of Fortifi Investment Services, including operations, compliance, and financial planning.

Megan Heintzkill completed their education with a B.A. degree in English and Political Science from Ripon College. Megan then pursued further studies at UCLA, where they attained a Professional Designation in Personal Financial Planning. Lastly, Megan earned their M.B.A. with an emphasis in Financial Planning from California Lutheran University in 2014.