About Jesse Heikkinen

I provide personalized financial guidance primarily to young working professionals, as well as folks nearing retirement. Through our individualized process, you can get on the right path to not only get UP the mountain of retirement, but down it as well. My vision is that through common faith and trust, we can plan a future that utilizes money as a tool all the while creating room for generosity to serve our communities.

Education & Accomplishments

  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • Bachelor's Degree from Michigan State University
  • Nonprofit Studies Graduate Certificate from the University of Richmond
  • 2017 MLB Draft Selection