H. C. Denison Co.

Joy Heinen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at H.C. Denison Co. She has been with H.C. Denison Co. in various capacities since 2003. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, often managing accounts on a discretionary basis. The firm employs a mix of analysis methods and typically follows a long-term trading approach while tailoring investment strategies to each client’s risk tolerance.

Marlo Testwuide is a CFP® with 11 years of experience, currently serving at H.C. Denison Co. in Sheboygan, WI. She also holds Series 63 registration and is an independent licensed insurance agent. Outside of her advisory role, Marlo serves as Treasurer of the Business Improvement District: Harbor Centre, a community organization that supports local business initiatives and downtown events. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, using a variety of analysis methods and typically managing accounts on a discretionary basis. The firm focuses on a range of investment products and documents risk tolerance while reviewing accounts regularly.

Robert Kuehl is a CFP® with 33 years of industry experience currently serving at H.C. Denison Co. in Sheboygan, WI. He has been with H.C. Denison Co. since 1992. In addition to his advisory role, he is an independent licensed insurance agent. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, employing a variety of analytical methods and typically managing accounts on a discretionary basis. The firm’s offerings include mutual funds, fixed income, real estate funds, annuities, equities, ETFs, and certain non-U.S. securities.

James Testwuide is a financial advisor with H.C. Denison Co. and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with H.C. Denison Co. since 1984. In addition to his advisory role, he serves on the boards of Torginol Incorporated, Aldag Honold, and Commerce State Bank and Commerce Financial Holdings. H.C. Denison Co. provides ongoing portfolio management to individuals, charitable organizations, and business entities, using a variety of analysis methods and typically managing accounts on a discretionary basis. The firm offers advice primarily on mutual funds, fixed income, real estate funds, annuities, equities, ETFs, TIPS, and certain non-U.S. securities.