My passion is to help improve my clients' financial pictures by analyzing all components of their financial life and providing solutions to reach their life aspirations. I have been in the financial industry for over 25 years. Of that 25 years, I have been a financial advisor with Edward Jones for 17 years. As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money.
I attended Kaplan University and graduated magna cum laude with a Bachelor of Science degree in business administration. I continued my education by earning my AAMS™ designation in 2008.
I finalized my education by earning my CFP® certification. This expands my knowledge base around financial management, tax−sensitive investment strategies, retirement savings, insurance planning, education planning, estate considerations. In addition to the education and examination components of my certification, I’ve also committed to abiding by
the CFP® Board’s Code of Ethics and Standards of Conduct I can also work with your CPA and estate attorney to implement a strategy to help build and protect your wealth.
My focus is on working with clients who are within 10 years of retirement or currently living in retirement. I love working with their families to continue the legacy strategy they have built.
My branch team consists of senior branch office administrator Kerri Lawrence, who has been with Edward Jones for over 20 years. Kerri's goal is to provide excellent service. Our goal is to help our clients through their financial hurdles in life while delivering exceptional service and treating each other like family.
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Divorce Finances
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberHeather L Hafner at (360) 435-5268
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