Joe Hehl Email & Phone Number

After 24 years as a Senior Relationship Manager serving Register Investment Advisors at Charles Schwab, Joe was named to the position of Chief Operating Officer in July 2024 at Meyer Capital Group. Joe’s new responsibilities include providing the leadership, management, and the vision necessary to ensure that Meyer Capital Group has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the firm and to ensure financial strength and operating efficiency. His primary functions mesh employee communication, team building, budgeting, strategic planning, information technology, compliance auditing and people management. Joe will also be assisting the CEO with the aggressive and successful growth of the organization by developing a dynamic corporate strategy and progressing the employee development of the Meyer Capital Group team.Current regulatory policy does not allow us to receive endorsements or recommendations. Testimonial(s)/recommendation(s) may not be representative of the actual financial planning or investment management experience of other clients and/or peers and are not indicative of future performance or success. Rankings and recognition by unaffiliated services or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if MCG is engaged, or continues to be engaged, nor should it be construed as a current or past endorsement of MCG by any of its clients. Rankings published by magazines generally base their selections exclusively on info prepared and submitted by the adviser. Rankings are limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, No ranking or recognition should be construed as a current or past endorsement of Meyer Capital by any of its clients.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Listed skills include Financial Planning.