Heather R. Sullivan CFP®
Heather takes a personalized and holistic approach to financial planning. She believes that each plan begins with an individual or family’s dream and creates a comprehensive plan from that important starting point. Heather believes that all pieces of a client’s financial picture including investments should align with a person’s values and work together towards their individual goals.
Experience
Heather has been with Midwest Financial Partners since 2014 and is a Certified Financial Planner. Coming to the firm with previous financial services industry experience, she is a native to the Fort Worth area with a business degree from Southwestern University in Georgetown, Texas. Heather is an investment advisory representative for the firm with a life and health insurance license.
Community
Heather and her husband, Patrick, have one child and recently moved out to Bucyrus, KS acquiring a small farm. They enjoy time with family and caring for their animals. Heather has prior experience serving on the Church of the Resurrection Foundation Board as the Finance and Investment Chair.