KELLY HEINEN
Financial Advisor
Northwestern Mutual
With a mission to challenge the status quo in the finance industry, Kelly Heinen aims to redefine the narrative that financial advisory services are exclusively available to the high net worth. She firmly believes that everyone should have access to expert financial guidance, regardless of their financial standing. This unwavering commitment drives her to help clients take the necessary steps to build a secure and prosperous financial future.
Heinen’s approach to financial advising is deeply rooted in empathy and a genuine desire to see her clients succeed. Her comprehensive approach ensures that clients feel empowered and equipped to make informed financial decisions. She is an expert in business planning, investment planning, insurance protection strategies, tax-efficient strategies, education planning and funding, and retirement planning.
