• Fiercely Independent Culture
    Our BD, RIA, and BGA are 100% privately owned. We focus our time and resources on creating a greater long-term home rather than maximizing short-term revenue for the firm
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  • Financial Firm Built Around Relationships
    Established in 1984, First Heartland has built it's business around long-term relationships with advisors and staff.
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  • Technology Is An Equalizer
    Our strong investments in technology allow us to compete with large firms while still allowing you to know and grow long-term relationships with the home office
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Home

WELCOME TO FIRST HEARTLAND®

RIA

Our RIA adapts to your business. Whether you are looking towards 3rd party management or Rep as PM, we have the solution.

RIA

Our RIA adapts to your business. Whether you are looking towards 3rd party management or Rep as PM, we have the solution.

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BROKER DEALER

First Heartland® seeks to work with advisors who have the same core valus and business philosophy as we do: always doing the right thing for the client. 

BROKER DEALER

First Heartland® seeks to work with advisors who have the same core valus and business philosophy as we do: always doing the right thing for the client. 

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BGA

FHC® represents all major carriers with more than 30+ years of experience, with access to products and carriers that you may not find somewhere else.

BGA

FHC® represents all major carriers with more than 30+ years of experience, with access to products and carriers that you may not find somewhere else.

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TECHNOLOGY

Responsive to changing needs of advisors, FHC® provides innovative technology solutions that simplify processing and enhance field communication.

TECHNOLOGY

Responsive to changing needs of advisors, FHC® provides innovative technology solutions that simplify processing and enhance field communication.

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Why Choose First Heartland®?

Our team of highly experienced professionals is committed to providing our partners and clients with the best possible support. We take the time to learn more about them and their business in order to customze our services and product options to their specific needs.

The Growth Mindset Is Key

First Heartland® is commited to helping you grow an efficient and profitable business that allows you put the focus back on the clients

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Our Technology Invests In You

First Heartland® offers you innovative technology solutions that are both powerful and user-friendly. All of our programs are available in one place - so you only need one log-in to take advantage of all the services we offer. Our platform provides a paperless office featuring client contact management, a broker workstation, extensive research information and more...

Paperless Order Technology

The First Heartland® workflow system allows for paperless openings of brokerage accounts, life insurance, and annuities

Commitment To Transparency

First Heartland® invests in technology that allows you to track how your needs are being processed by the home office at any time

Google Workspace

In addition to email, First Heartland® offers cloud collaboration tools that allow you to take your important documents wherever you go

CRM Expertise

First Heartland® is able to offer CRM discounts and strategize with you on how to optimize your CRM to your needs

Compliant Ready Video Conferencing

The Google® platform allows you to schedule virtual client presentations with the click of a button

Block Trading Platform

First Heartland® can help you grow your fee based business by managing your clients through model portfolios that you are able to trade on demand

Here At First Heartland® We Are Driven By Innovation

Our services provide a key source of new business for our clients, helping them to grow and build a pipeline for generating sales and referrals.

Meet Our Team

Here at First Heartland®, our experienced staff is committed to building lasting, reliable partnerships through a proven infrastructure of support and service.

Alex Hallquist
Operations Support Specialist
(636) 695 - 2814
ahallquist@firstheartland.com
Alyssa Mogelnicki
First Impression Specialist
(636) 695 - 2800
amogelnicki@firstheartland.com
Andy Walz
Compliance Analyst
(636) 695 - 2809
awalz@firstheartland.com
Blake Rabon
Systems Administrator
(636) 695 - 2837
brabon@firstheartland.com
Bob Maruska
LTC & DI Specialist
(636) 695 - 2826
bmaruska@firstheartland.com
Brandon Hall
Chief Technology Officer
(636) 695 - 2820
bhall@firstheartland.com
Brittney Bartlett
Case Designer
(636) 695 - 2836
bbartlett@firstheartland.com
Carol Hoff
Data Quality Specialist 
636-695-2812
choff@firstheartland.com
Caryn Hembrock
Senior Brokerage Services and Transfer Specialist
(636) 695 - 2829
chembrock@firstheartland.com
David Hoff (CLU®, CHFC®, CFP®)
Chief Executive Officer
(636) 695 - 2807
dhoff@firstheartland.com
Debbie Carter
Operations Support Specialist
(636) 695 - 2816
dcarter@firstheartland.com
Debbie Talluto
Case Manager
(636) 695 - 2839
dtalluto@firstheartland.com
Ed Coakley
Systems Administrator
(636) 695 - 2840
ecoakley@firstheartland.com
Jason Wilson
Compliance Analyst
(636) 695 - 2823
jwilson@firstheartland.com
Jeanne Jehle
Chief Financial Officer, Corporate Counsel
(636) 695 - 2827
jjehle@firstheartland.com
Jennifer Anderson
Senior Operations & Events Specialist
(636) 695 - 2801
janderson@firstheartland.com
Jennifer Willenbrink
Annuity Services Specialist
(636) 695 - 2835
jwillenbrink@firstheartland.com
Joe Kinnison (CFA®)
VP of Investment Platform
(636) 695 - 2805
jkinnison@firstheartland.com
Julie Baalman
Senior Vice President of Case Management
(636) 695 - 2804
jbaalman@firstheartland.com
Kristin Shepherd
Case Manager
(636) 695 - 28**
ksheperd@firstheartland.com
Kristy Wiegand
Senior Vice President of Securities Operations
(636) 695 - 2803
kwiegand@firstheartland.com
Kyle Winfrey
Commission Specialist
(636) 695 - 1233
kwinfrey@firstheartland.com
Linda Kertz
Senior Annuity Services Specialist
(636) 695 - 2813
lkertz@firstheartland.com
Linda Mueller
Software & Support Specialist
(636) 695 - 2825
lmueller@firstheartland.com
Melinda Yarber
Licensing & Contracting Specialist
(636) 695 - 2890
myarber@firstheartland.com
Michael Reichert
Compliance Analyst
(636) 695 - 2821
mreichet@firstheartland.com
Paul Gannon (CLU®, RICP®, FLMI®)
VP of New Business Development
(636) 695 - 2802
pgannon@firstheartland.com
Rachel Liscombe
Case Manager
(636) 695 - 2831
rliscombe@firstheartland.com
Reva Everetts
Brokerage & Cashiering Specialist
(636) 695 - 2834
reveretts@firstheartland.com
Sarah Mitchell
Commissions Specialist
(636) 695 - 2806
smitchell@firstheartland.com
Sarah Molitor
Training and Communications Specialist
(636) 695 - 2894
smolitor@firstheartland.com
Sarah Payne
Advisory Services Coordinator
(636) 695 - 2830
spayne@firstheartland.com
Scott Hoff (CLU®, CHFC®, CFP®, CIMA®)
Chief Operating Officer
(636) 695 - 2817
shoff@firstheartland.com
Stephanie Oliver
Operations Support Specialist
(636) 695 - 2843
soliver@firstheartland.com
Toni Peteva
Senior Commission Specialist
(636) 695 - 2811
apeteva@firstheartland.com
Tyler Simpson
Systems Administrator
(636) 695 - 2838
tsimpson@firstheartland.com
Zeonia Christy
Chief Compliance Officer
(636) 695 - 2822
zchristy@firstheartland.com
39
Years In Business
50
Carriers We Work With
500
Financial Professionals
1600000000
Assets Under Management

Testimonials

We've worked with First Heartland® for a few years on Long Term Care and Annuities. I've found them quite helpful on all aspects. Licensing, Planning, Marketing, Etc... They are a great organization!
Karl Steinlage, CEO - Steinlage Insurance Agency
I appreciate the fact that First Heartland® Capital respects me as a business person and provides a structure that allows me to thrive. My respect for them continues to grow as they prove again and again that there is a broker-dealer that believes in doing right and doing well.
Troy Thompson, CFP - Thompson Financial
FHC® has impacted the way our business operates, so much so that it now contributes to our strategy going forward as it relates to growth, expansion, and new opportunities for our clients and our employees.
David Rae - CEO

Take a Look Inside First Heartland®

We understand that everyone has a preferred way to stay in touch.
Here at First Heartland® we offer a wide variety of ways for you to get the answers you need quickly.
Whether you prefer to communicate via phone, fax, or email, we make sure to keep you up & and ready for success!

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