Justin Her Email & Phone Number

My team and I work together to understand our clients' goals and needs in every stage of life and serve as their financial advocate and guide. As a Financial Planning Analyst at Heckmann Financial, my main duty is to deliver quality financial plans that empower our clients to dream big and drive the direction of their lives. This duty entails tasks such as analyzing financial statements, utilizing sophisticated planning strategies and software to run projections, and providing detailed reports for the team to present to clients.

Milwaukee, Wi, Us

My team and I worked to support young advisors on their journey to manage their business and grow their clientele. With a high level of understanding in Northwestern Mutual's sophisticated planning, illustration, and investment software, I helped advisors prepare for their meetings with clients. My team strove to help advisors understand the capacity of their business through coaching and process improvement conversations. Helming the project, my team and I designed a new application for our advisors that increased efficiency and allowed for a better, smoother client experience.

Milwaukee, Wi, Us

Backed by the financial strength of Northwestern Mutual, I worked to provide quality comprehensive planning to individuals and families. Utilizing expert knowledge and strategies, my team and I tackled both the offensive (retirement, goal funding, debt repayment, asset distribution, wealth accumulation, tax efficiency, etc.) and the defensive (income protection, life insurance, etc.) sides of financial planning to develop a comprehensive plan tailored to our clients. These plans were living and breathing, meaning that it was our commitment to keep in touch with our clients to ensure that their plans were adjusted accordingly when life threw life at them.

Milwaukee, Wi, Us

As a college intern, I took the initiative to build my own clientele and maintain good relationships through consistent and relevant communication. During this time, I educated my clients on basic financial planning concepts and served as a resource as they strove to achieve financial independence.

Madison, Wisconsin, Us

I worked to review and ensure that data GWAAR received from senior service programs was complete and compliant with state regulations. Gathering and analyzing data for federal and state reports was the main bulk of my duties. Aside from that, I also supported and contributed to several large internal projects that attempted to increase efficiency within the organization, such as developing a training guide for new software and formatting new reports in excel. My team and I collaborated with the Fiscal Department, consolidating our numbers to ensure that the reports and forms were accurate and up to date.

Bentonville, Arkansas, Us

As a Walmart Sales Associate, the work environment was very fast-paced and required a strong set of interpersonal and problem-solving skills. Some days were slow-going and calm, while others were non-stop chaos, so adaptability and diligence were essential to succeed.

Worked as a part-time volunteer during high school managing membership registration, membership payments, account payables, and accounts receivables for the Deerfield Rod and Gun Club.