Heather Winner

Heather Winner

MBA, CFP®, BFA, APMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
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 strategies are an important part of any financial plan 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 pandemic

Our team remains available and committed to serving you. As we continue to prioritize safety, we will conduct our client meetings via phone or online, rather than meeting in person.

My videos

1 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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)