A Foundation Built on Trust, A Future Driven by Strategy.
The path to financial confidence begins with clarity and partnership. It's about taking a proactive,
informed approach. One that aligns with your goals, adapts as life evolves, and prepares you for what’s ahead.
Whether you’re focused on investing, retirement, estate strategies, or preserving generational wealth,
we help you make decisions with intention, confidence, and purpose. Most of all, we want you to feel the
difference of having a trusted team by your side—every step of the way.
2026 Forbes Best-in-State Wealth Management Team
We’re proud to share that Heartland Financial Consulting Group has been recognized as a 2026 Forbes Best in State wealth management team. This recognition reflects the collective leadership, collaboration, and trust that define how we serve our clients every day. It is a testament to the care, clarity, and long term perspective we bring to every relationship. Whether guiding families through generational planning or helping business owners navigate complex financial decisions, our team remains committed to delivering thoughtful strategies and highly personalized service. Built on trust and driven by strategy.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data
compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source:
Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based
on the previous year's industry experience, interviews, compliance records, assets under
management (variable by state), revenue and other criteria by SHOOK Research, LLC.
Investment performance is not a criterion. Self-completed survey was used for rating. This
rating is not related to the quality of the investment advice and based solely on the disclosed
criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of
candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
Recognized for Excellence
We’re proud to share that both Ken Hayes and Justin “J.P.” Mackay have earned distinction within the
2025 Platinum Council at the Sapphire Level.
A recognition awarded to top-performing advisors within Wells Fargo Advisors.
This honor reflects their continued leadership, strategic guidance, and unwavering commitment
to the clients and communities they serve. It’s a shared milestone that speaks to the strength of partnership
and a deep dedication to helping others plan with purpose.
The Platinum Council distinction is held by a select group of Financial Advisors
within Wells Fargo Advisors as measured by business production from the
previous year and professionalism. Platinum Council levels are based on the
previous calendar year’s gross revenue in rank order and are defined as follows:
Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350,
Sapphire – Next 500, Pearl – Next 500.
The Platinum Council distinction is held by a select group of Financial Advisors
within Wells Fargo Advisors as measured by business production from the
previous year and professionalism. Platinum Council levels are based on the
previous calendar year’s gross revenue in rank order and are defined as follows:
Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350,
Sapphire – Next 500, Pearl – Next 500.
Mission
Our mission is to serve as trusted financial partners to a select group of clients who value goals-based
planning delivered with clarity, care, and discretion. We believe financial advice is most effective when
it’s deeply personal. That’s why we walk alongside our clients through every chapter of life—
offering thoughtful guidance, unwavering transparency, and a disciplined, objective approach to managing wealth.
planning delivered with clarity, care, and discretion. We believe financial advice is most effective when
it’s deeply personal. That’s why we walk alongside our clients through every chapter of life—
offering thoughtful guidance, unwavering transparency, and a disciplined, objective approach to managing wealth.
As a boutique practice backed by the strength and scale of Wells Fargo Advisors, we are intentional in the relationships
we build and the strategies we craft. By taking the time to truly understand each client’s priorities, we deliver a
planning experience defined by trust, insight, and enduring partnership.
we build and the strategies we craft. By taking the time to truly understand each client’s priorities, we deliver a
planning experience defined by trust, insight, and enduring partnership.