Meet the Heights Wealth Team

jon@heightswealth.com

If you asked why I became a Financial Advisor, the answer would take me back to sixth grade during a statewide stock market simulation. I finished second in Illinois, but more importantly, I discovered something that has stayed with me ever since—I genuinely enjoy the investment markets and solving financial puzzles.

That passion led me to earn bachelor's degrees in Entrepreneurship and Business Administration from Illinois State University and begin my career as a Financial Advisor in 2012. After building my practice at Edward Jones, expanding my experience at Morgan Stanley, and becoming independent in 2016, I founded Heights Wealth Management with a simple vision: create a firm where financial advice is personal, understandable, and built around each client's unique goals.

While I enjoy the investment side of this profession, what motivates me most is helping people feel comfortable with their finances. Over the years, I've realized many people are unsure where they stand financially, feel overwhelmed by the number of decisions they've made, or believe investing and financial planning are simply too complicated.

I enjoy changing that.

One of the most rewarding parts of my work is taking complex financial topics and explaining them in a way that is clear, practical, and easy to understand. My goal is to create an environment where clients feel comfortable asking questions, understand the reasoning behind their financial decisions, and leave each conversation with greater clarity than when they arrived.

Today, I hold Series 7 and 66 registrations along with a Life & Health Insurance license. Outside the office, my wife, Renee, and I live in Germantown Hills with our son, Will, our daughter, Pearl, and our dog, Gus. In my free time I enjoy exercising, traveling, hiking 14ers, downhill mountain biking, home improvement projects, spending time with family, and staying involved in the Peoria community.

tina@HEIGHTSWEALTH.COM

Meet Tina Broyles, our Office Administrator. She has 35 years of experience as an Office Receptionist/Administrator, with most of that time in the investment industry.

She resides in Bartonville with her spouse Jerry, and has two grown daughters. In her free time, she enjoys spending time with her grandkids, friends, and the campgrounds in the summer. 

luke@heightswealth.com

I began learning about investing when I was 17 and trying to figure out what to do with the money I was earning. Between working as a restaurant server and running my small aircraft detailing business, I had some income to set aside. I taught myself about different types of investment accounts, opened a Roth IRA, and started investing whatever I could.

As I learned more, my interest grew beyond choosing investments. I became interested in how money should be allocated based on someone’s goals, how different accounts work together, and how investing fits into a person’s overall financial life. That is what drew me toward financial planning.

I grew up in McKinney, Texas, just outside Dallas, before heading to the University of Mississippi. After four years in Oxford, I graduated in May 2026 with a BBA in Finance and a minor in Accounting. I then moved to Peoria to begin my career as an Advisor in Training at Heights Wealth Management.

Financial planning brings together two things I enjoy: working through financial questions and connecting with people. I like getting to know what someone is working toward, asking questions, and understanding what matters to them before thinking through the details.

Someone may have investment accounts, insurance coverage, debt, and savings goals, yet still be unsure how everything fits together. I want to help people organize those pieces and understand the reasoning behind their decisions. My goal is to help individuals and families feel more comfortable with their finances so they can spend more of their time and attention on their families, work, and interests.

My earlier experiences helped build that foundation. Running Luke’s Prep Turn, a small aircraft detailing business I started in highschool, taught me about budgeting, cash flow, and following through for clients. An internship with Alesa Downing CPA/CFP strengthened my attention to detail through work with various tax documents and long term financial/tax plans. I also earned an AI Automation certificate through Ole Miss and have applied that learning to projects that make business processes easier to manage.

Today, I hold an Illinois Life and Health insurance producer license and have passed FINRA’s Securities Industry Essentials (SIE) exam. I’m studying for the Series 7 and Series 66 exams while continuing to learn from the team at Heights Wealth Management.

Outside the office, you’ll often find me on a golf course or out fishing. Bass fishing is my favorite, though I’ve also enjoyed trying fly fishing and deep sea fishing. I’m glad to call Peoria home and look forward to getting to know the community!

Heights Wealth Management is an independent office, but that does not mean we are alone. We are a member of Advisor Nation, which is a private, invite-only group of the most elite Financial Advisor Fiduciaries in the country. 

Advisor Nation is a community of over 100 practicing independent financial advisors, who network together to create and share valuable business building inspiration and solutions . They have developed a platform designed to facilitate systematic engagement in their network of advisors. Consistent peer interaction is delivered via bi-monthly webinars, invitation only industry events, personal consultations and our online resource center. Advisor Nation members remain independent, but no longer have to face the challenges of the financial services industry alone.