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About Us

Micheal Heckman

MS, CFP®, BFA, CDFA®, AWMA®
CERTIFIED FINANCIAL PLANNER™
Practitioner
Wealth Advisor

Micheal is a lifelong learner, as his many degrees, designations and certifications indicate. That’s because Micheal realizes how dynamic financial planning is. The waters are changing all the time. Whether it’s a shift in economic forecasts, the stock market or a client’s personal life, Micheal knows he must always be learning, adapting and evolving in order to inform and protect his clients as he helps them achieve their short- and long-term financial goals.