Heart Financial Partners

Team

Linda Gwaltney

Linda Gwaltney

Client Service Specialist

Qualifications

  • Licensed CPA
  • Washburn University, BBA Accounting

Roles & Responsibilities

  • Linda uses her attention to detail to assist the team handling various tasks. She assists with submitted applications, name and address changes, and changes to beneficiaries or ownership.
  • Linda also assists in money movement, scheduling, handling client service issues, and financial plan processing.
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Steven Maltby

Steven Maltby

Financial Planning Assistant

Qualifications

  • Emporia State University, BS in Elem. Edu.
  • Kansas State University, MS in Curriculum & Instruction

Roles & Responsibilities

  • Steve uses his heart for people to build client relationships. He contacts clients for appointments and processes meeting notes. He also has an active roll in marketing and social media.
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Stefanie Hanna

Stefanie Hanna

Financial Planning Assistant

Qualifications

  • The University of Kansas, BS in Geology, BA in Education
  • 20+ years as an educator, specializing in the sciences

Roles & Responsibilities

  • Stef provides back office support of reporting functions and documentation controls to help meet our recordkeeping and compliance/regulatory responsibilities.
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