How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
David W Heiligenthaler,CFP®
CERTIFIED FINANCIAL PLANNER™ professional
(704) 895-8377
David began his professional training by earning a Bachelor of Science Accounting degree in 1983 from Syracuse University. While employed in an accounting position in Houston, Texas David earned a MBA (Masters of Business...
Elizabeth Heiligenthaler
Registered Sales Assistant
(704) 895-8377
Elizabeth began her career in the insurance and financial services industry in 1999. She joined our firm with extensive management and operational experience, providing proficiency in the numerous processes within the firm. Elizabeth...