As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you can have more options when you retire, regardless of what you decide to do.
I started my career as a financial advisor in 1997 and opened my Edward Jones office in Clinton Township, MI in 2005. Today, Edward Jones serves the Detroit area with over 100 locations.
I earned a bachelor's degree in business administration with a major in finance from Central Michigan University. In addition, I received the Accredited Asset Management Specialist™ professional designation in 2007. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have been married to my wife, Jennifer, over 26 years. We have three children, Daniel, Jonathan and Elisabeth, and reside in Clinton Township. I have lived in Macomb County my entire life.
I am an active member of the community, serving as a member of the board of directors and chairman of the membership committee for the Macomb County Chamber.
At Edward Jones, I am focused on you. The firm has thousands of people and advanced technology supporting my office so that I can help you reach your long-term financial goals. I look forward to the opportunity to work with you in helping you achieve your personal goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
Phone NumberDaniel W Heppler at (586) 412-3798
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More