Heather Kessler, CFP®

Heather wears a few different hats as a Team Lead and Wealth Manager. Her primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, she works closely with the leadership team to ensure we are thinking proactively about the overall needs of the families we serve and providing a great overall client experience. 

Heather’s favorite part of the job is learning about families’ goals and being a part of helping them to achieve these milestones. Perhaps it’s buying a new house, starting a business, saving for children’s education, or making the transition into retirement. She finds it very rewarding to be alongside for the journey and see the goals come to fruition. Every decision and action we make is with our clients’ and community’s best interest in mind. 

“The investment world is overly complicated, and our goal is to make it approachable and understandable. Our clients have enough to think about at work, with families, or other commitments – we are here to help. We’ve accomplished our goal if we can simplify seemingly complex financial decisions and provide our clients with confidence in their financial and investment plan.”  

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.