We believe in a teamwork approach.

Meet Our Team

Meet Our Team

Our mission is to develop your personalized financial plan to provide you with the confidence, knowledge, and flexibility needed to accomplish your lifetime goals.

  • Jeffrey J. Heitzman, CFP®, ChFC

    Jeffrey J. Heitzman*, CFP®, ChFC

    CEO/President

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  • Luke A. Roach

    Luke A. Roach*

    Financial Planner

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  • Brandon Heitzman

    Brandon Heitzman

    Intern

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  • Ann Kloska

    Ann Kloska

    Office Manager

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  • James Heitzman

    James Heitzman

    Of Counsel for Heitzman & Associates

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Let’s start the journey together