My husband, Stephen, and I (and our two adorable pups Oscar and Sophie) relocated to Palm Springs from Los Angeles in early 2017. While visiting the desert for 20-plus years and then purchasing a vacation home here in 2012, we often dreamed of living in Palm Springs full-time. We were thrilled to have been able to make that dream a reality years earlier than originally planned.
In 1986, I got my start in the financial services industry and I am excited to now be able to service my clients in Palm Springs as an Edward Jones financial advisor. I am currently accepting new clients, but I am also happy to review existing accounts and retirement plans held at other firms. A complimentary review of your retirement plan may uncover some new and important strategies. Throughout my career, I have sat across the desk from thousands of people and have worked closely with a variety of financial products and services. I also have teamed up with many estate planning attorneys and CPAs in order to provide my clients with a more complete and holistic financial picture. I am happy to share my experience with you.
On a more personal note, I have always believed strongly in giving back to my community. I am a member of the board of directors for both the Desert Business Association and the Palm Springs Public Library Foundation. Additionally, I am a member of Partners For Life, the sustaining donor group benefiting DAP Health. I am also a member of The Ocotillo Club as well as an Emerald Level business partner of The LGBTQ Center of the Desert.
Born and raised on Long Island, New York, I graduated from The University of Michigan, Ann Arbor, where I studied economics and French.
My office is located in Palm Springs at The Abbey Office Complex, 340 S Farrell Drive, Suite A102, between Baristo and Ramon.
Please contact my branch office administrator, Mary Folger, Monday through Friday between 8 a.m. and 5 p.m. to set up an appointment. We look forward to meeting you!
- LGBT Finances
- Portfolio Reviews
- Domestic Partner Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- History and Museums
- Community Outreach
Office Address340 S Farrell Dr Suite A102
Palm Springs, CA 92262
Phone NumberSean K Heslin at (760) 699-7953
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 02:00PM|
|Sat||By Appointment Only|
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