Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.


Kelly E. Hejtmancik Jr., ARPS, CLTC, LUTCF


Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives are committed to offering you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.


Kelly Hejtmancik, ARPC, CLTC, LUTC

 Kelly E. Hejtmancik Jr., ARPS, CLTC, LUTCF


Kelly Hejtmancik’s passion and dedication is to work with families in helping them build, protect, and preserve their assets.  His focus is helping his clients minimize taxes, minimize risk, and maximize savings. His ultimate goal is to give every client and their family the peace of mind of knowing their financial and insurance affairs are in order for the future.

Kelly serves as a Financial Advisor with HV Strategic Wealth Management in the Greater Houston Area.

Kelly attended and graduated with a B.A. in the top percentage of his class in 2002 at Rice University in Houston, TX.    After Graduating Rice University, he was hired directly from his internship to became one of the Top Financial Advisor’s at New York Life. He successfully served over 2,000 clients in his book of business since 2002.  He received several honors while working at New York Life, such as Houston’s National Association of Insurance and Financial Advisor’s Rising Star Award, Rookie of the Year, Career Success, Career Life Producer, Life Foundation Awards, National Life Paid Case Leader Eagle Award, and Long-Term Care Circle of Champions.  

Since 2006, Kelly Hejtmancik has been a qualifying and lifetime member of the Million Dollar Round Table.

Professional Designations

  • The SPARK Accredited Retirement Plan Specialist (ARPS) designation is awarded to recordkeeping and administrative professionals who have demonstrated the knowledge required to help employers administer plans that enable employees to effectively save and plan for retirement. 
  • CLTC Certification in Long-Term Care 
  • LUTCF – Life Underwriter Training Council Fellow

Kelly Hejtmancik’s favorite quote he preaches and lives by is from Ghandi, “BE THE CHANGE THAT YOU WANT TO SEE IN THE WORLD!!”.