Meet Our Team

Heather Heron, AIF®
Partner, Retirement Plan Strategies

Direct: (512) 290-9022

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About Heather

Heather is a founding Partner of PlanWise Financial Group. She has been in the Financial Services industry since 2006.  Heather began her career in Financial Services working at a dually registered boutique Broker Dealer and Registered Investment Adviser, in San Diego, California.  Working her way through the Operations department, she was later promoted to the Client Services department, then to Senior Client Services Analyst and team lead.  Heather’s focus was not only client support, but specializing in IRAs. 

After a wonderful career in San Diego she made the move to Austin, Texas.  Here, she joined Austin Financial Partners in 2012 as a Retirement Plan Specialist.  Heather spent 5 years as a Retirement Plan Specialist.  Her primary focus of expertise has been with employer sponsored retirement plans.  Her extensive background working within smaller companies has given her the opportunity to have a broad understanding and knowledge of all processes involved in supporting employer sponsored plans. 

Heather is devoted to helping employer sponsored retirement plans.  This includes investment selection, monitoring investments, conducting fiduciary reviews, consulting on plan design, and development of the Investment Policy Statement. Heather also provides one-on-one counseling meetings with plan participants on retirement goals.  It is her mission that plan sponsors and employees alike not only get the information needed to make a quality decision, but to make sure they feel supported along the way. 

Heather earned her undergraduate degree in Communications, with a minor in Economics from San Diego State University.  While at San Diego State University, she was an All-America athlete on the Track & Field team.  Heather received training in health savings through Access Point’s CHSA program. Currently, she holds the FINRA 24, 7 & 66 registrations through Commonwealth Financial Network and has received the Accredited Investment Fiduciary® designation (AIF®).

An avid athlete, Heather spends most of her free time playing in sports leagues.  She is also the proud mother to 4 fur babies.

Heather is also known as our

Resident Jock

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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