Awards & Events

2024

January 10: Team Recognized as Best-in-State by Forbes SHOOK

January 1: Tom Bongard joins the Heritage Reserve Team - Waukesha Branch as a Senior Financial Advisor

2023

December 12: The Heritage Reserve and Vuyk-Hammer groups team up to sponsor a family for Christmas gifts

October 24: Peyton Janto joins the Heritage Reserve Team - West Bend Branch as a Client Associate

October 18: Social Security Webinar with Voya Investments

August 10: JMPK is now Heritage Reserve Wealth Management Group

May 2: West Bend Shred Event

March 17: Team Recognized as Best-in-State by Forbes SHOOK