The Heffernan Team
About Us
Will I have enough money for my retirement? Is my wealth protected?
On the Heffernan Team, we know these concerns can keep you up at night. As Family CFOs, our goal is to eliminate these anxieties for you and your family. We serve as your financial advocate, providing not only the knowledgeable advice you expect but the ‘Raving Fan’ service you deserve.
We care about our clients, take great satisfaction in seeing their goals fulfilled and go the extra mile to ensure they are attained. You can put your mind at ease knowing you have a trusted partner committed to acting only in your best interest.
Team Members
Amanda Madson
Operations Manager
Patty Haguewood
Executive Assistant
Michael Heffernan
Client Service Manager
Brandon Miles
Client Service Manager
Libby Roth
Client Service Manager
Sydney Schnitker
Client Service Manager
Bryanne Stotler
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations may evolve often enough, one thing…
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A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…
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Learning From a Legacy – 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with…