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portrait of Heather M Stelzer
FINANCIAL ADVISOR

Heather M Stelzer

1204 E Bluff Rd, Whitewater, WI 53190opens in a new window
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About Heather

Throughout my life, helping others has been an integral part of who I am. I chose a career as a financial advisor because I believe I can make a difference in the lives of those I have the honor to partner with.

My Practice:
I believe there is great value of having a strategy in place, and my goal as a financial advisor is to show my clients how we can build one that fits their goals and their unique story. I do this by making sure my clients feel heard and learn what is truly important to them. I am dedicated,...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Special Needs Financial Considerations
  • Wealth Strategies
  • New Investors

Education

  • Univ of Wisconsin,WhitewaterMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Cooking
  • Traveling
  • Community Outreach
  • Coaching Sports

Team Members

  • Tina Meyers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(262) 258-2664

Fax

(833) 580-8699

Office Address

1204 E Bluff Rd
Whitewater, WI 53190opens in a new window

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