Mary Heitzman CFP®

Certified Financial Planner

Mary’s financial services career launched in 2018 where she served as a Registered Representative prior to joining LPL Financial in 2023. Mary is an LPL employee and is part of the Virtual Para-planning Services team, where she partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals.

Mary currently lives in Grand Rapids, MI. She is married to her husband, Tyler, and has one child: Cooper (1). Her favorite hobbies include baking, listening to live music, traveling, and weekends on the boat with her family.

*Mary is not affiliated with Everest Wealth Advisors