Jeremy Heavey, Aif®, Nssa® - Financial Advisor Email and Phone Number
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Jeremy Heavey, Aif®, Nssa® - Financial Advisor phone numbers
Experienced, relational, curious, creative advisor who finds great joy in discovering what is most important to clients and developing and executing a comprehensive financial plan to pursue their goals! Opportunities I love to discuss with clients/potential clients:1.) I have an advisor but would just love a second opinion to review my current plan and path to pursue my goals.2.) I have heard there are a lot of different ways to save for college, what way makes most sense for me?3.) Are my investments performing consistent with the market? 4.) How do I preserve the wealth I have earned and draw on it during retirement years?5.) I just sold my business or just got an inheritance (life insurance proceeds, wealth passed to me from my parents/grandparents) and I would love to view options for my specific situation.6.) I would love to pass wealth to my kids but know that future generations typically spend the wealth they have inherited. What can I do in order to reduce that risk and increase the probability of future generations preserving it?7.) I just left my job after a number of years and have a big balance in my 401k. What do I do with it?8.) I would love to be generous with my money but how do I do that in a tax efficient manner?9.) I am a big DIYer and like to manage my Investment strategy myself but would love a second opinion.Contact me for a complimentary consultation!Investment Advisory Services Offered Through M Holdings Securities, Inc. A RegisteredInvestment Adviser, Member FINRA/SIPC. Rose Street Advisors, LLC is independentlyowned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities,Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M HoldingSecurities as to accuracy or completeness.This material and the opinions voiced are for general information only and are notintended to provide specific advice or recommendations for any individual. Todetermine what is appropriate for you, please contact me directly or consult anotherqualified professional.The testimonials/recommendations used may not be representative of the experiencesof other clients, and they are not indicative of future performance or success.
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Financial AdvisorRose Street Advisors Dec 2021 - PresentKalamazoo, Michigan, UsLeads the Wealth Management team to partner with individuals and families to identify what is important in their lives. Then creates, implements and monitors a comprehensive financial strategy to help them reach their life goals. Serves in a fiduciary capacity ensuring that the firm is always recommending strategies, specific investments and plans that are in the client's best interest. Advises clients on setting up and executing short, medium and long term investments for ongoing cash flow needs, college, retirement, philanthropy and legacy planning.
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Cfo/Executive PastorGracespring Bible Church Jul 2019 - Dec 2021Richland, Michigan, UsWorked closely with the board to set the vision, direction, goals and action plans for the organization. Led the organization through annual plans, organizational goals, team goals, individual goals and zero-based budgets. Led the Financial and Operational teams to ensure that the organization is hitting its goals and executing its plans while keeping the mission front and center. Submitted monthly board reports on the state of the organization to celebrate successes, identify opportunities and collectively solve problems. Led the teams through quarterly reviews to evaluate progress while collaboratively and creatively developing strategies to address roadblocks. Regularly represented and communicated on behalf of the organization to outside companies, local government agencies, community events, vendors, and financial stakeholders. Met regularly with the leadership team to ensure that they have the support, direction and encouragement they need to accomplish their team and individual goals. Keynote speaker to over 1000 people at in-person events and online. -
Cfo/Operations Director & PastorGracespring Bible Church Oct 2014 - Jun 2019Richland, Michigan, UsLed the Finance teams to renovate the way in which the organization, its leaders, the board approach, execute and present the annual budgets. Worked closely with teams to strategically pay off over $1mm in additional building debt over a 4 year period (within a $2mm annual budget). Worked closely with the Facilities team and volunteers to develop an extensive plan for renovating the inside and outside of the building to better achieve our stated goals. Led our HR team in strategically refocusing how the organization hires, compensates, reviews, equips, leads, promotes ongoing professional development and supports the organization's staff. Recruited highly skilled volunteer leaders for our safety team and developed procedures, training, protocols and emergency plans to preserve, protect and prepare the organization for unplanned events.
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Community Life And Interim Lead PastorGracespring Bible Church Jan 2014 - Oct 2014Richland, Michigan, UsLed the staff in interim goal setting, action plans, and ongoing check-in meetings to keep the organization moving ahead while gracespring was searching for a new Lead Pastor. Met with the Board regularly to collaborate on updates, insights and direction for the organization.
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Community Life PastorGracespring Bible Church Jun 2011 - Jan 2014Richland, Michigan, UsRecruited and led volunteer teams to develop a strategic plan for starting and growing men's and women's ministries, discipleship classes, all church events, and small group ministries. Developed and led teams to execute programs, events and initiatives to help people feel like they Belong in real relationships, Grow to be like Jesus and Reach people where they live, work and play. Men's & Women's ministries each consistently had events with 200+ people (some upwards of over 600 people annually), small groups ministries grew from 10 groups of 8-12 people each to over 65 groups of 8-12 people each. Regularly equipped and taught congregants and community members corporately and in a class setting on Leadership, Marriage, and Finances.
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Sales, Marketing And Development DirectorGull Lake Ministries Jun 2007 - Jun 2011Led the sales, marketing and development team to develop and execute a strategic plan targeted at renovating the client experience, increasing the income and focusing our efforts on a specific, niched client base - which in turn achieved 40% growth in revenue over 4 years. Raised up and developed younger leaders to draw out potential and grow and enhance their unique skillsets and talents. -
DirectorAldrich Oct 2003 - Jun 2007Portland, Oregon, UsCo-founded and co-led subsidiary company with branch offices in Bombay and Coimbatore, India. Helped grow the India-based company from 5 original employees serving our Portland firm, to over 150 employees serving firms based in the US, Australia and UK. Led United States and Asia-Pacific (Australia, New Zealand and Singapore) marketing effort, meeting with executive-level leaders to acquire partnerships/clients for outsourcing tax, third party administration for retirement plans and Quickbooks accounting. Traveled frequently to India to maintain close relationships with local leaders and host US based teams. Developed training material entitled “Planes, Trains, and Auto-rickshaws” to prepare US based staff for Indian culture. Started and led local Oregon chapter of “CPAConnect,” a network of local area CPA firms providing resources and assistance for larger clientele.
Jeremy Heavey, Aif®, Nssa® - Financial Advisor Education Details
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Harvard Business SchoolCertificate Disruptive Strategy -
Hong Kong Baptist UniversityInternational Business & Entrepreneurship
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Taylor UniversitySpecialized In International Business
Frequently Asked Questions about Jeremy Heavey, Aif®, Nssa® - Financial Advisor
What company does Jeremy Heavey, Aif®, Nssa® - Financial Advisor work for?
Jeremy Heavey, Aif®, Nssa® - Financial Advisor works for Rose Street Advisors
What is Jeremy Heavey, Aif®, Nssa® - Financial Advisor's role at the current company?
Jeremy Heavey, Aif®, Nssa® - Financial Advisor's current role is Providing financial clarity and optimizing our client's financial life..
What is Jeremy Heavey, Aif®, Nssa® - Financial Advisor's email address?
Jeremy Heavey, Aif®, Nssa® - Financial Advisor's email address is je****@****ail.com
What is Jeremy Heavey, Aif®, Nssa® - Financial Advisor's direct phone number?
Jeremy Heavey, Aif®, Nssa® - Financial Advisor's direct phone number is +126961*****
What schools did Jeremy Heavey, Aif®, Nssa® - Financial Advisor attend?
Jeremy Heavey, Aif®, Nssa® - Financial Advisor attended Harvard Business School, Hong Kong Baptist University, Taylor University.
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