CFP®, ChFC®, President, Owner & Founder
Heather is President and Founder of Midwest Financial Advisors Group, a full service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 27 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client’s needs. In addition to managing the direction of the firm, she is an integral part of all investment research and oversees the customized planning solutions for each client.
Heather holds Series 7, 24, 63, and 53 registrations, a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ professional (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on both the Investment Advisory Council and National Education Task Force for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women's Advisory Board, which began in 2013. This 3-year commitment focused on serving women in mentorship, leadership, community outreach & development. Heather also served on the FSC Securities Corporation Board of Advisors in 2016.