Heather L Goulding

As a financial advisor for over 12 years, I have had the privilege of working with hundreds of individuals, families and small business owners to create a tailored financial strategy. Our clients are planning for multiple goals such as saving for retirement, saving for college and protecting what is most important to them.

In our office, we strive to make a meaningful difference in our community. We create long-term relationships with our clients to help them through all seasons of their lives. We believe that money is simply a vehicle to achieve what is most important to you.

When working together, we will use an established process to build personalized strategies designed to help you achieve your goals. We then partner with you throughout your life to help keep you on track. I will also collaborate with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.

In addition to being a financial advisor, I have served in multiple leadership roles within Edward Jones. I have served as the women’s inclusion specialist and now am a coach for new financial advisors in my region. I am also proud to partner with the Alzheimer's Association.

My branch office administrator, Daniela Perez, has been with the firm since 2014. She is a Colorado native and is fluent in Spanish. Daniela is an avid reader and loves visiting tropical destinations.

My husband, Tyson, and I have been married for seven years. We have two young children, and a larger than life Great Dane. We spend most of our free time playing and keeping up with our little ones. We also enjoy traveling, exploring the beauty of Colorado and gardening.

I look forward to working with you!