Chris Heckadon, CLU®, RICP®

Managing Partner, Senior Advisor

  • Financial Services Professional Since 1997
  • Retired Income Certified Professional®
  • Charted Life Underwriter®
  • Kansas City Five Star Wealth Manager (2012, 2014-2026)
  • ONESCO Advisory Board Member
  • Univ. of Central Missouri Alumni Foundation Board Member

Chris Heckadon, CLU®, RICP®, is the founder and managing partner of Summit Pointe Financial Group, partner of Summit Pointe Advanced Planning & Tax, and a partner of Summit Pointe Insurance Advisors. Whether on the front lines of working with business owners or advocating for those who have little or no voice in financial decisions, Chris prides himself on seeing the firm’s clients reach financial success. He feels his greatest asset is the team he’s built around him who work together to create customized plans for his clients.

Chris Heckadon Explains Sequence of Returns Risk Timing

Helping Business Owners Retire with Chris Heckadon

A financial services professional since 1997, Chris founded Summit Pointe Financial Group in 2009. He specializes in the areas of reducing taxes in retirement, through the Strategic Movement Around Retirement Taxation (SMART) Strategies, financial planning, asset management, and customized executive benefits programs. He earned his Chartered Life Underwriter® (CLU®) designation in March of 2004, Retirement Income Certified Professional® (RICP®) in 2023 and is pursuing his Chartered Financial Consultant® (ChFC®) and Certified Financial Planner® (CFP®) designations.

Chris was born in San Diego and raised in Kansas City. He graduated from Central Missouri State University (CMSU), where he was co-captain for the Mules wrestling team for two years, and a two-time NCAA National Qualifier. He was also the 2001 World FIAS Sombo Champion.

As an accomplished athlete, Chris understands the importance of dedication, motivation, and discipline, and he is proud to see the same traits in his three children. His oldest daughter played soccer at Northwest Missouri State University and has her MBA in Finance, his son plays soccer in college for William Jewell College and is studying Biochemistry, and his youngest swam competitively for Empire Swim Club and will attend KU in the fall in the honors program. In his free time, Chris enjoys playing golf and is a member of Loch Lloyd Country Club and The Club at Porto Cima.

Enriching the Lives We Touch

Summit Pointe Financial provides personalized, custom plans for our clients. With a combination of financial planning, wealth management, risk management, tax planning, retirement planning and legacy planning, we tailor your plan with a specific set of recommended strategies and tactics to help you achieve your unique financial goals.

Entrepreneurs, Business Owners, Executives

We help business owners pursue unique opportunities to support growth, reward employees, and plan their exit strategies.

Individuals, Couples, Multigenerational Families

Our team works with clients from every walk of life, helping them address growth considerations, protection needs, wealth transfer, and planning for life milestones along the way.

Resources from

Summit Pointe Financial

Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help businesses and individuals and families with a full spectrum of financial strategies as part of your customized plan. Please feel free to contact us, we would love to speak with you.

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Please feel free to reach out to us with questions, or to schedule a no-obligation consultation to discuss your situation and your goals for your business or your family. We will get back to you as soon as possible!

Three locations to serve you

Representatives are associated with specific locations, and availability may vary by office.

2641 N.E. McBaine Drive
Lee’s Summit, MO 64064
8500 W. 110th St Suite 510
Overland Park, KS 66210
3601 SW 29th St Suite 210
Topeka, KS 66614

© 2026 Summit Pointe Financial Group. All rights reserved. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 663-7267. Investment Advisory Services offered through O.N. Investment Management Company. Summit Pointe Financial does not provide tax advice, but we do coordinate our services and work together with our clients’ tax professionals. Estate planning services provided in conjunction with your licensed legal professional.

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