Meet The Team

Meet the Heartland Planning Associates Team

Our team is ready when you are – contact them today to start your financial planning journey or to continue down a successful path to your financial freedom.  No reason to wait any longer – we are here for you today, tomorrow and for a lifetime!

Investment and insurance services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC . Heartland Planning Associates is a trade name of the bank. Infinex is not affiliated with the bank. Products and services available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed by, any bank or bank affiliate. These products are subject to investment risk, including the loss of value.

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