About

About

At Heritage Capital Group LLC, we believe that a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential to matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education, or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, we will set up a time to meet to review your needs and address any questions you may have. Contact us today.

Robert J. Decker, Financial Consultant

623-583-6840
6235836844

Robert J. Decker is an Investment Advisory Representative with Heritage Capital Group, LLC. He provides investment and wealth management advice, insurance needs analysis, retirement planning, education planning and fee based financial planning. Bob holds a series 7, 63 and 66 licenses

Bob was a financial services representative, Planner, and IAR with Prudential for 12 years, and a Planner and IAR with MetLife for over 15 years prior to becoming an independent advisor. In that role, he provided portfolio management, asset allocation, retirement planning, insurance planning and fee based financial planning to clients.

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Kathryn A. Marchwick, CFP

Team Lead

623-583-6840
623-583-6844

Kathryn A. Marchwick is a Certified Financial Planner® with Heritage Capital Group, LLC.  In this capacity, she provides fee based financial planning advice in all aspects of investment and wealth management, insurance needs analysis, education planning, retirement planning, including pension and other qualified plans for businesses. Kathryn also holds Series 7, 63 and 22 licenses. She has completed the training for her certification as a Certified Divorce Financial Analyst®.

Kathryn was a financial services representative with MetLife, Phoenix Life and John Hancock for over 30 years prior to becoming an independent advisor. In that role, she has provided financial asset management and insurance advice, along with fee based planning to her clients.

Kathryn attended the University of Wisconsin Parkside and also, received an AA degree from Kenosha Memorial Hospital Histotechnology School. She spends most of her spare time with her husband, Jack, and enjoys all the various activities of her 4 grandchildren. She sings in the choir of Blessed Sacrament Roman Catholic Church.  Kathryn sits on the board of Amanda Hope Rainbow Angels (AHRA) where she serves as Secretary, and is a member of the Blessed Sacrament Roman Catholic Church finance council.

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Jonathon A. Staats

Jonathon A. Staats is an Investment Advisory Representative with Heritage Capital Group, LLC. He provides investment and wealth management advice, insurance needs analysis, retirement planning, education planning and fee based financial planning. Jonathon holds a series 7, 63 and 66 licenses. He is also a candidate to sit for the CERTIFIED FINANCIAL PLANNER™ designation.

Jonathon was a financial services representative and IAR with Metlife for over 10 years prior to becoming an independent advisor. In that role, he provided portfolio management, asset allocation, retirement planning, insurance planning and fee based financial planning to clients.

Jonathon earned a B.A. in Psychology in 2000 from Arizona State University. Jonathon also attended the University of Georgia where he received his certificate of completion of The Executive Program for Financial Planning Certification with Distinction in October of 2008. In his spare time, Jonathon and his wife Susan are active in the sports world of their two children, Olivia & Max, including swim, baseball, soccer, and gymnastics.  Jonathon also enjoys coaching t-ball and has been a head coach in the Saint Francis Xavier Athletic Association for the past 4 years.

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Gena James

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Kathy Forister

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Brenda Katis

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