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Our Team

At Heitzman & Associates, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues*
  • Risk management analysis*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?*
  • Do I have enough life insurance for my family?*

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Jeffrey J. Heitzman, CFP®, ChFC


(616) 774-2372

(616) 774-9099

Examinations/Professional Designations: State of Michigan: Life, Accident & Health License, Variable License and Registration Securities Registrations: Series 7-General Securities, Series 63-USASLE, Series 24-General Securities...

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James Heitzman

Of Counsel for Heitzman & Associates

(616) 774-2372

(616) 774-9099

I started my career working as an Insurance Broker (Metropolitan Life and later as an Independent Broker) working primarily on group, life, and health insurance plans. After 22 years, I shifted my career to training and leading...

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Ann Kloska

Office Manager



Ann is the Office Manager at Heitzman & Associates, Inc. She has many responsibilities to assist Jeff in all aspects of the business. She helps prepare financial plans, prepare for client meetings and is responsible for proper...

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