We believe in a teamwork approach.
Meet Our Team
Our mission is to develop your personalized financial plan to provide you with the confidence, knowledge, and flexibility needed to accomplish your lifetime goals.
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Jeffrey J. Heitzman*, CFP®, ChFC
CEO/President
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Luke A. Roach*
Financial Planner
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Brandon Heitzman**
Client Services Representative
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Ann Kloska**
Office Manager
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James Heitzman***
Founder - Retired