Heather Mcdaniel, Chfc®, Cfp® Email & Phone Number

💎WHAT I DOI am a compassionate, loyal, & authentic financial consultant who empowers individuals to control their financial futures💎WHO I HELPI help individuals from all walks of life, from young professionals to entrepreneurs to stay-at-home moms💎WHY I DO ITTo help women achieve their financial goals by demystifying financial planning & wealth management while supporting the emotions of money💎WHAT SETS ME APART FROM OTHERS★ I provide a female perspective on financial planning★ I deliver an educational approach that empowers you to make decisions★ I will be there when the worst happens for emotional support💎WHAT OTHERS SAY ABOUT ME★ Personable★ Dedicated★ Passionate★ Hard working★ Relentless★ Intelligent★ Determined💎CORE COMPETENCIESFinancial Advisory | Financial Planning | Wealth Management | Communication | Financial Analysis | Investments | Leadership | Portfolio Management | Risk Management | Retirement Planning | Asset Management | Life Insurance💎MY STORYI started GEM Wealth because, after years of consulting with clients & teaming with peers, I regularly saw a gap in what women need to be in control of their financial future. They want an educator so they can make informed decisions, a therapist to lean on when money, volatility in the market, & life events become too emotional to handle, and a female perspective in devising a plan to live abundantly & leave a legacy.Today I guide & empower women from all walks of life, to make sound decisions in building & managing their wealth. I offer an educational, interactive, & visual approach that motivates our clients to achieve their goals. As your financial plan faces daily reality, I dive deeper by providing emotional support when unexpected life events & the stresses of market volatility occur. In addition, I have built a robust ecosystem of other female advisors, CPAs, & attorneys for my clients to tap into.I do this because I want to help others achieve their financial goals and obtain the best outcomes.Why GEM? I decided on using GEM in the name because gems are timeless and take time to build their beauty, just like your financial legacy. In astrology, certain gemstones, like diamonds & emeralds, are known to attract wealth & financial prosperity.GEM Wealth has built over time a gemstone that attracts & builds wealth by providing emotional support while guiding, empowering, & managing your assets to obtain your financial legacy.

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  Southern Illinois University, Edwardsville

  Finance