Financial Planner

Brandon Heitzman is a Financial Planner with Heitzman & Associates Inc., where he works closely with clients to develop, maintain, and implement personalized financial strategies. Having grown up around the financial services industry, Brandon developed an early interest in helping individuals and families navigate their financial lives.

He holds his Series 7 and Series 66 securities registrations, along with a Michigan Life and Health Insurance license. Brandon is actively expanding his role within the firm, continuing his professional education and pursuing advanced credentials as he further develops his advisory capabilities. He is committed to delivering thoughtful, client-focused service and helping clients pursue long-term financial clarity and stability.

A graduate of Northern Michigan University with a degree in Financial Management, Brandon brings both formal education and hands-on experience to his work with clients and the firm.