Heartland Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Heartland Wealth Advisors
Team photo for Heartland Wealth Advisors

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Advisors

Daniel P Morrissey

CFP®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel P Morrissey's website

Eric Fox

CMFC

Financial Advisor

Chartered Mutual Fund Counselor™
Visit Eric Fox's website


Team

Wanda Shenk

Wanda Shenk

Client Relationship Manager

Qualifications

  • Series 7 & 63
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