Meet The Team

Meet the Heartland Planning Associates Team

Our team is ready when you are – contact them today to start your wealth management journey or to continue down a confident path toward your financial freedom.  

Central Ohio/Home Office: 1800 W. Lane Avenue, 2nd Floor, Upper Arlington, OH 43221 - (614) 392-5303 
Greater Cincinnati Office: 2500 Chamber Center Drive, Ft. Mitchell, KY 41017 - (859) 916-7343

We are available Monday-Friday from 8:00 AM to 5:00 PM, appointment preferred.

Contact our team below to get started, or fill out our general inquiry form here


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank and Heartland Planning Associates.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other
Government Agency
Not Bank
Not Bank Deposits or
May Lose


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Heartland Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit