Gary Kellen

Background

About Gary Kellen

Senior Director of Retirement and Estate Planning and Vice President of Investment Planning at Heck Capital Advisors, an independent investment advisory firm specializing in institutional consulting for corporations as well as portfolio management, retirement plans, foundations/endowments, high-net worth individuals and trusts. Heck Capital invests and consults to over $6.4 billion of assets and services clients in over 37 states (as of 12/31/2022). Heck Capital’s directors and professionals offer over 200 years of collective experience, small-town values and an exceptional work ethic. As a locally vested and globally invested firm, Heck Capital provides a global perspective, specializing in building lasting legacies while remaining deeply dedicated to our roots. My investment career began in 1982. I am primarily responsible for financial planning services and client relationships. I provide analysis for clients including personalized cash flow, net worth, and risk/return planning. In addition, I assist in retirement analysis and asset allocation reviews.