Saunders Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.




Team

Kerrie Anne Heinlein

Kerrie Anne Heinlein

Client Service Manager,

Executive Assistant
Lisa Saunders

Lisa Saunders

Business Development Director,

Marketing Specialist
Dawn Jones

Dawn Jones

Client Service Specialist