Heather joined Investment Management in May of 2014. She is *Series 7 Securities Registered, *Series 66 Investment Advisor Representative Registered, as well as, Insurance Intermediary licensed in both Wisconsin and Minnesota for life insurance and burial trusts. She grew up in Whitehall, WI and currently lives in rural Cadott with her husband, Abe.
Investment Management Associates, Inc.
*Wealth Advisor (May 2014- present)
- Provide comprehensive financial services
- Help clients reach their personal financial goals through:
- Tax Planning
- Retirement Services
- Risk Planning
- Estate Planning
Stokes, Prock, and Mundt Funeral Chapel/Cremation Society of Wisconsin
Licensed Pre-Need Specialist (June 2011-April 2014)
- Insurance Intermediary Licensed in Wisconsin and Minnesota: Life and Burial Trusts
- Funeral pre-planning:
- Social Security
- Medicaid spend-down requirements
- Vice President of Helpful Hearts Foundation, Inc.
- Member of Women's Giving Circle
- Foraging for wild edibles