HEATHER MOOGK, CFP


Heather Moogk  brings combined experience in financial services and general accounting for manufacturing and  not-for-profit companies, including experience as a cost accountant.

25 years of her experience has been working for major banks, as a tax and estate specialist for an investment company and as a retirement specialist for group plan members with a major insurance company. Heather has been involved in presentations for retirement planning and plant shut-downs, and also working closely with the group plan members.

When working with clients and with group presentations, Heather brings her knowledge of understanding applicable pension legislation, income tax issues, estate planning ideas, in addition to retirement and termination options. This experience helps her clients build a solid plan designed to their unique situation and goals.

Heather holds the Certified Financial Planner (CFP) designation.