Kathleen Williams Heit, Cfp® Crpc®

Kathleen Williams Heit, Cfp® Crpc® Email and Phone Number

Senior Financial Planner @ Endeavor Private Wealth
Topeka, KS, US
Kathleen Williams Heit, Cfp® Crpc®'s Location
Topeka Metropolitan Area, United States
Kathleen Williams Heit, Cfp® Crpc®'s Contact Details

Kathleen Williams Heit, Cfp® Crpc® work email

Kathleen Williams Heit, Cfp® Crpc® personal email

About Kathleen Williams Heit, Cfp® Crpc®

"It is part of my nature to want to help others and being a Certified Financial Planner(TM) at Bowersock Capital Partners allows me that opportunity. It is rewarding to work closely with high net worth clients to develop an individualized strategic plans to help them obtain their financial goals. This partnership with clients creates meaningful relationships which help the clients to know we are looking out for their best interest."

Kathleen Williams Heit, Cfp® Crpc®'s Current Company Details
Endeavor Private Wealth

Endeavor Private Wealth

View
Senior Financial Planner
Topeka, KS, US
Website:
bowersockcapital.com
Employees:
7
Kathleen Williams Heit, Cfp® Crpc® Work Experience Details
  • Endeavor Private Wealth
    Senior Financial Planner
    Endeavor Private Wealth
    Topeka, Ks, Us
    View
  • Bowersock Capital Partners
    Private Wealth Advisor, Senior Financial Planning Strategist
    Bowersock Capital Partners Sep 2021 - Present
    Lawrence, Kansas, United States
    View
  • U.S. Bank
    Wealth Management - V.P. Trust Advisor
    U.S. Bank Nov 2016 - Oct 2021
    Topeka, Kansas Area & Lawrence, Kansas
    View
  • U.S. Bank
    Vice President Wealth Planner - Us Bank Private Wealth Management
    U.S. Bank Jul 2018 - Sep 2021
    Kansas City, Missouri Area
    View
  • Clayton Wealth Partners
    Financial Planner, Cfp®, Crpc®
    Clayton Wealth Partners Aug 2011 - Nov 2016
    Topeka, Kansas Area
    Financial Planning
    View
  • Oppenheimer & Co.
    Financial Advisor, Crpc®
    Oppenheimer & Co. 2007 - Jul 2011
    Financial Planning ~ Retirement Planning ~ Insurance ~ Money Management ~ Stocks ~ Municipal Bonds ~ Great Customer Service!
    View
  • Seasport Divers
    Master Diver Trainer Scuba Instructor
    Seasport Divers 2001 - 2007
    View
  • Avaya
    Global Forecast Analyst
    Avaya 1998 - 2001
    Basking Ridge, Nj
    View

Kathleen Williams Heit, Cfp® Crpc® Education Details

Frequently Asked Questions about Kathleen Williams Heit, Cfp® Crpc®

What company does Kathleen Williams Heit, Cfp® Crpc® work for?

Kathleen Williams Heit, Cfp® Crpc® works for Endeavor Private Wealth

What is Kathleen Williams Heit, Cfp® Crpc®'s role at the current company?

Kathleen Williams Heit, Cfp® Crpc®'s current role is Senior Financial Planner.

What is Kathleen Williams Heit, Cfp® Crpc®'s email address?

Kathleen Williams Heit, Cfp® Crpc®'s email address is ka****@****hoo.com

What schools did Kathleen Williams Heit, Cfp® Crpc® attend?

Kathleen Williams Heit, Cfp® Crpc® attended University Of Denver - Daniels College Of Business, College For Financial Planning, Kansas State University.

What are some of Kathleen Williams Heit, Cfp® Crpc®'s interests?

Kathleen Williams Heit, Cfp® Crpc® has interest in Volunteering, Book Club, Financial And Retirement Planning, Scuba Diving, Community Projects.

Who are Kathleen Williams Heit, Cfp® Crpc®'s colleagues?

Kathleen Williams Heit, Cfp® Crpc®'s colleagues are Garrett Fritch, Kathy Olds, Amy Clark, Valerie Landis, Ashley Senestraro, Fitz Waisner, Hirak Shah.

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