portrait of Dan O'Heron

About Dan

A long time ago, I learned that you can get anything you want in life if you simply help enough other people get what they want! That is why Amy and I take the time to truly get to know each of our clients and what is important to them. Because everyone is unique and different, taking the time to understand your dreams, fears, goals, etc., helps us learn how we can best help you!

Once we get to know what's important to you, we use an established process to set clear financial goals and develop personalized strategies that help you...

Focus Areas

  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Manufacturing Professionals
  • Public Service Professionals

Work History

  • Edward JonesFebruary 2016 to Current

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Hunting
  • Fishing
  • Gardening

Team Members

  • Amy Leitermann
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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