The Heffernan Team

Will I have enough money for my retirement? Is my wealth protected?

On the Heffernan Team, we know these concerns can keep you up at night. As Family CFOs, our goal is to eliminate these anxieties for you and your family. We serve as your financial advocate, providing not only the knowledgeable advice you expect but the ‘Raving Fan’ service you deserve.

We care about our clients, take great satisfaction in seeing their goals fulfilled and go the extra mile to ensure they are attained. You can put your mind at ease knowing you have a trusted partner committed to acting only in your best interest.




Contact The Heffernan Team

kzlatic@monetagroup.com

Meet the Team

Jacob Allaman
CFP®
Advisor
Mark Heffernan
CPA, CFP®, PFS, MBA
Partner
Cynthia Kirkpatrick
CPA, CFP®
Senior Advisor
Hunt Lucas
Client Service Manager
Alexander Norath
Client Service Manager
Linda Weber
Client Service Administrator
Michael Woods
Client Service Manager
Kristen Zlatic
MBA
Operations Manager