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.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
Focus Areas
- 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
- Skiing
- Hunting
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
- Skiing
- Hunting
Office Information
Phone Number
Daniel W Heppler at (586) 412-3798Branch Team
- Cyndie Beindit
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Cyndie Beindit
- Sr. Branch Office Administrator
Branch Team
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