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Connor H

Series 66, Series 63

Fond Du Lac, WI

Raymond James Financial

Connor Heck is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Investment Services and PFS Investments. Outside of finance, he is involved with Solu Estate Winery & Meadery. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor strategies to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Greg L

Series 63, Series 66

Font Du Lac, WI

Raymond James Financial

Greg Lavin is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Securities America. Outside of advising, he owns Onward Financial Network LLC, a support company, and operates an insurance agency through which he sells fixed and group insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs along with specialized municipal and SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jacob N

Series 63, Series 65

Fond Du Lac, WI

Raymond James Financial

Jacob Norlander is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at several firms including CUSO Financial Services, Primerica, and Client First Investment Management. Outside of his advisory role, Norlander is an author and involved with Onward Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kristen C

Series 66

Fort Du Lac, WI

Raymond James Financial

Kristen Crass is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at several firms including OSAIC and Onward Financial Network, where she is also involved in a non-investment business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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