Meet Our Coaches

In 2003, Greg Heaton, James Nash, Robert Nash, John Bean, and Curtis Ford formed Wisdom Financial Services, L.L.C. The founding owners were led to create the financial services business for three main reasons: first, they saw clients in need of guidance; second, out of concern for the lack of principled quality advice in the majority of the financial services industry; and third, due to the lack of coordination of financial assets with a client’s estate plan. Wisdom Financial Services offers a unique service that combines all aspects of wealth accumulation, planning and preservation: estate, tax, and investments.

In 2005 Wisdom gained the knowledge and experience of tax professional Michael Wiegand, and in 2014 he became an owner. The youngest member of Wisdom, Justin Heaton, also became an owner in 2014 resulting in a further outreach to young investors. With over 1,000 clients under management, Wisdom Financial Services has the knowledge and experience to lead you on the path to success. Wisdom Financial Services, LLC has a desire to help you find peace of mind through practical, principled, and understandable estate, business and financial planning. Wisdom Financial Services provides clients with academically proven and trusted financial, tax and legal advice.

John W. Bean
INVESTMENT ADVISER REPRESENTATIVE, ATTORNEY

As a founding owner of Wisdom Financial and partner at Nash Nash Bean & Ford, LLP, John has an extensive background in Estate, Business and Tax Planning as well as Real Estate and Elder Law matters. He feels it is important to provide clients with Estate and Financial Planning that coordinates their financial objectives with their estate planning needs and goals. This is accomplished by assessing the client’s current financial situation, needs, and objectives in order to develop a personalized, confidential plan for the future. John’s hobbies include playing the trumpet, and spending time with his grandchildren. He is also active in his church, serving on the Finance Committee, House Payments Committee, and Diocesan Annual Stewardship Appeals.


 

Curtis J. Ford
INVESTMENT ADVISER REPRESENTATIVE, ATTORNEY

Curt is a founding owner of Wisdom Financial Services as well as a partner of the law firm Nash Nash Bean & Ford, LLP. Curt’s law practice focuses on Estate Planning, Elder Law issues, and Real Estate. He is passionate about helping clients discover a successful method of investment planning. Mr. Ford has tremendous success in helping families preserve a legacy for their children. Curt is highly active in the local community with positons previously held on the Geneseo Good Samaritan Advisory Board, the Greater Iowa Alzheimer’s Association, and Geneseo School Facility Enhancement Foundation. In his leisure time, Curt enjoys playing golf and spending time with his family.


 

Gregory A. Heaton
INVESTMENT ADVISER REPRESENTATIVE

Greg began in financial services at John Deere in 1985, specializing in wealth accumulation, business continuation, and legacy planning. His professional expertise is in Wealth Coaching and Financial Education for his clients, helping them make wise financial choices by focusing on eliminating dangers and capturing opportunities. In doing so, he helps them obtain contentment and peace of mind by mitigating their risks and matching their investment philosophy to their goals. Greg is an active member of the Geneseo community, serving on the Board of Directors for both the Geneseo Park District and Kiwanis Club. As an avid physical fitness enthusiast, Greg also enjoys spending time with his family, cycling, and taking advantage of the various fitness classes that the Geneseo Community Center has to offer.


 

Justin M. Heaton
INVESTMENT ADVISER REPRESENTATIVE

Justin joined Wisdom Financial Services in February, 2011. Mr. Heaton started at Wisdom from the ground up with first role as an investment services coordinator and seminar technician. During this time, Justin discovered joy in developing relationships with clients and in witnessing the transformation that investors experience through our educational events. Justin’s passion for helping others evolved into his position as a Wealth Coach and Owner of Wisdom Financial Services in 2014. Prior to joining the team, Justin attended St. Ambrose University and graduated in 2010 with a Bachelor’s Degree in both Business Management and Marketing. Outside of work, Justin enjoys swimming, beekeeping, and playing his electric guitar.


 

James H. Nash
INVESTMENT ADVISER REPRESENTATIVE, ATTORNEY

James is a partner at Nash Nash Bean & Ford, LLP, as well as a founding member of Wisdom Financial Services. Mr. Nash has an extensive background in estate planning, estate administration, business, and financial planning. Jim believes that top quality financial planning must start with good organization and unbiased, independent evaluation and selection of tested financial products. He desires the financial planning process to be understood and participated in by his clients. In his spare time, Jim can be found spending time with his family or enjoying a round on the golf course.


 

Robert N. Nash
INVESTMENT ADVISER REPRESENTATIVE, ATTORNEY

In addition to being a founding owner of Wisdom Financial Services, Robert is a partner of the law firm Nash Nash Bean & Ford, LLP. Robert has an extensive background in financial and tax planning, including estate, gift and income taxes, trust and probate administration, and business succession planning. Mr. Nash helps clients find peace of mind in investing and managing their personal finances. Robert is an active member of his church as well as a member of the Hammond-Henry Hospital Foundation Board of Directors. He also has a passion for reading, aviation, and spending time with his family.


 

Michael A. Wiegand
INVESTMENT ADVISER REPRESENTATIVE, CERTIFIED PUBLIC ACCOUNTANT

Michael is a CPA based out of Galesburg, IL, and has been a part owner of Wisdom Financial Services since 2014. After seeing many of his tax clients struggle with wealth accumulation and investment planning, Mike knew he needed to find a way to combine his tax planning expertise alongside a trusted investment planning firm. Together with the help of Wisdom Financial Services, Mike offers investment peace of mind through an academically proven philosophy and method, and has led his clients on the path to success. Michael specializes in tax planning and educational presentation. Outside of work, Michael enjoys traveling, golfing, and spending time with his family.


 

Benjamin T. Young
INVESTMENT ADVISER REPRESENTATIVE, ATTORNEY

Benjamin is the newest addition to Team Wisdom. Ben joined Wisdom Financial Services in April of 2016 after practicing law as an associate at Nash Nash Bean & Ford, LLP for three years. Ben understands that many people carry a burden of worry and doubt when it comes to their financial future, and believes no one should have to worry day to day whether or not they are going to be able to support themselves in retirement after they have worked their entire lives to do so. It is Ben’s mission to prepare clients for retirement so that they can achieve financial peace of mind. Through Wisdom Financial Services’ academic principals, Ben teaches investors that investing is not gambling, it’s being a proper steward of what you’ve earned throughout your lifetime. In his free time Ben enjoys watching hockey with his wife Abby, reading a good book, and going for walks with his dog, Bailey.