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Nolan L

Series 66

Mission, KS

Edward Jones

Nolan Lasiter is a financial advisor at Edward Jones in Mission, KS, holding a Series 66 designation with three years of industry experience. His prior career includes roles at Northrup Grumman, Amazon LLC, and a 17-year service in the United States Army. Outside of his advisory work, he is involved in business development as owner of UnityEdge LLC, co-owns a crafting retail business, Le Crafty Loft, and serves on the finance board of Westside Leavenworth Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Founder/Business Owner Religious/faith focused Values-based investing
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Matthew H

CFP®, Series 66

Mission, KS

Edward Jones

Matthew Heitmann is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds a Series 66 designation and is based in Mission, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Retirement withdrawal strategies Business ownership considerations General retirement planning Founder/Business Owner Engineering Professional
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