Deborah Heinze Email & Phone Number

We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. We leverage the combined talents of your trusted advisors to understand your unique circumstances and create a roadmap for your financial journey.We tailor customized plans designed to help organize your financial life, prioritize your goals, minimize your risks and maximize the enjoyment of your wealth now and in the future.By relying on the expertise of our team, we will help design a lasting legacy for your family, business and community.We are happy to provide a complimentary second opinion and risk assessment on your current portfolio. Let’s plan your tomorrow. Contact us today.Deborah has more than 29 years of experience in the securities industry and more than 28 years of experience in the insurance industry. Deborah studied accounting at the University of Texas at Dallas and earned a Finance degree from Louisiana State University, Baton Rouge. Deborah is an active leader in the community, including serving as a board member of the DFW Chapter of the LSU Alumni Association. Deborah is actively involved in her church, serving on boards of fund-raising committees and volunteering at special events.Being a Texan for over 33 years, Deborah also has a national presence having lived in Indiana, Michigan and Louisiana. Her interests outside of family, career and community include volunteering, water & snow skiing, hiking and reading. She resides in Plano, TX.