In 2017, I joined Edward Jones after 18 years in corporate and healthcare consulting. I received a bachelor's degree from Purdue University, West Lafayette and the AAMS™ professional designation from College of Financial Planning.
By utilizing an established process, I take time to listen and understand my client's unique situation and develop personalized strategies to help them reach their long-term financial goals. In order to create the optimal solution, I collaborate with my client's attorneys, accountants and other trusted professionals. Once the strategies are implemented, I maintain regular contact with my clients regarding developments and address their needs. I want to help you feel understood, informed, in control and secure.
Many people need financial advice during life transitions, such as a new job, marriage, birth of a child, divorce, loss of a loved one, retirement, growth of a business and business succession planning. My ideal clients are small business owners, healthcare workers, teachers, industrial manufacturers, airline and state and city employees.
I have a passion for helping others and take pride in delivering excellent customer service. I genuinely love building relationships with clients and enjoy the opportunity to help others achieve financial wellbeing through the advising of their financial lives.
I have lived in Hendricks County for over 23 years with my husband, Dan Rushing, and our three children. Dan is a small business owner of an auto-restoration shop and works weekends as an IndyCar crew chief. Our children attend Danville and Brownsburg Community Schools. We are a Flag International host family to a foreign exchange student for the 22-23 school year.
I am the president of the Downtown Danville Partnership and a member of The Danville Chamber of Commerce.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Spending Time with Family
Phone NumberHeather I Rushing at (317) 386-3662
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