Heather Winner

MBA, CFP®, BFA

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
Confident Life Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

How will you be brilliant? We can help.

How will you be brilliant? We can help.

We prefer to start with questions instead of answers. Some questions we may ask include:

  • What matters most to you?
  • What experiences do you look forward to or wish to avoid?
  • What stands between where you are now and the life you want to live?
  • Does your retirement income distribution plan account for changing tax brackets?
  • What are your key expectations of your financial advisor?

As we get to know you, we apply our Confident Retirement® approach, which addresses four key areas to help you enjoy a more confident life.

We help people concerned about creating reliable income in retirement, tax planning strategies or providing for the next generation - some of them are featured in the videos below. The Profile, Insights and Working Together tabs can also show you who we are and how we help. Sign up for our newsletter or follow us on Facebook and Twitter to receive regular insights and ideas you can use.

With the right advice your next move can be brilliant.

How will you be brilliant? We can help.

How we’ll work together during the COVID-19 outbreak

Our team remains committed to serving our clients, and we will continue to be available to you as we are today. We will conduct our client meetings via phone call or online, rather than meeting in person. We will hold all client meetings as scheduled; we are simply moving to a virtual support plan.

My videos

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)