Jeffrey J. Heitzman*, CFP®, ChFC
CEO/President
As CEO of Heitzman & Associates, I thrive on gathering information from my clients to determine how to fulfill their needs, objectives, and risk tolerances. I recognize that all client’s needs are different, and offer a variety of investment products and services to fulfill those needs. If my clients have issues or needs we cannot fulfill, we are able to refer them to the right professionals (attorneys, CPA's, etc.).
Our mission is to create and nurture long-term relationships. Our relationship with you will be established on these core values: trust, honesty, and integrity.
I welcome the opportunity to evaluate your current financial situation and to help determine how to fulfill your needs, objectives, and risk tolerances.
I am married to my wife, Alice, and we have four wonderful children. While not in the office, I enjoy watching my kids playing soccer, baseball, basketball, rugby and much more. Personally, I enjoy camping, fishing, and hunting with my three sons.
Because I am passionate about the education system in west Michigan, I am actively involved in raising money for and supporting Christian education. I have been actively a part of the Foundation for Catholic Secondary Education and am currently a Board Member. I was actively involved in raising money for both the church and the schools ; as well as Instruments of Peace.
Examinations/Professional Designations:
State of Michigan: Life, Accident & Health License, Variable License and Registration
Securities Registrations: Series 7, Series 63, Series 24, Series 65, Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC)
Education:
Purdue University, West Lafayette, IN - B.S. Financial Planning
Grand Rapids Junior College, Grand Rapids, MI - Associates Degree, Business Administration