portrait of Staci Heath
FINANCIAL ADVISOR

Staci Heath

ABFP™, AAMS™
3900 S Wadsworth Blvd, Suite 675, Lakewood, CO 80235opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Divorce Finances
  • Insurance & Annuities

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Reading
  • Hiking
  • Art Museums

Team Members

  • Jesica Spiller
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(720) 962-0381

Fax

(877) 728-7230

Office Address

3900 S Wadsworth Blvd
Suite 675
Lakewood, CO 80235opens in a new window

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