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The Heffernan Team
About Us
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.
Team Members
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Amanda Madson
Client Service Manager -
Brandon Miles
Client Service Manager -
Bryanne Stotler
Client Service Manager -
Cynthia Kirkpatrick
Senior AdvisorCPA, CFP® -
Hunt Lucas
AdvisorCFP® -
Jacob Allaman
Senior AdvisorCFP® -
Libby Roth
Client Service Manager -
Mark Heffernan
PartnerCPA, CFP®, PFS, MBA -
Michael Heffernan
Client Service Manager -
Patty Haguewood
Executive Assistant
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Fresh Faces, Short Cycles
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase…
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Second Quarter Investment Report
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves…
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Monthly Recap – June 2024
Chris Kamykowski, CFA, CFP – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of…