Work History
Edward Jones
Edward JonesJanuary 2017 to Current
About Heather
MY INSPIRATION
Growing up in Maine, I learned the meaning of helping others, perseverance and setting goals. My father exemplified these traits and taught his five kids to serve, save and "invest in our future". My rural upbringing was based in community, hard work and service and set the foundation for my future as a business owner, CERTIFIED FINANCIAL PLANNER™ professional and active community member.
CHANGING LIVES
My passion in life and work is making a positive impact on people's lives. Since moving to Nevada County in 1993, I have been devoted to service in leadership roles, board positions and "boots on the...
Growing up in Maine, I learned the meaning of helping others, perseverance and setting goals. My father exemplified these traits and taught his five kids to serve, save and "invest in our future". My rural upbringing was based in community, hard work and service and set the foundation for my future as a business owner, CERTIFIED FINANCIAL PLANNER™ professional and active community member.
CHANGING LIVES
My passion in life and work is making a positive impact on people's lives. Since moving to Nevada County in 1993, I have been devoted to service in leadership roles, board positions and "boots on the...
Focus Areas
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Sustainable investing
- Divorce Finances
- Domestic Partner Finances
- Retirement Income Strategies
Work History
Edward Jones
Edward JonesJanuary 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of California-Sacramento
Univ of California-SacramentoBachelor of Science
Education
Univ of California-Sacramento
Univ of California-SacramentoBachelor of Science
Personal Interests
- Community Outreach
- Spending Time with Family
- Traveling
- Horseback Riding
- Camping
Team Members
Esther LeonBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 01:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 01:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
Grass ValleyFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More