Advisor profile


My approach

Samantha Heers - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Samantha Heers - My approach photo

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Master of Science, Human Resources Development & Management, Chapman College
  • Bachelor of Arts, Public Administration, University of California, Riverside
  • Associate in Arts, Sociology, Riverside City College

Interests

Faith, Family Happiness, Growth, Wisdom, Quality of Life

  • Making new memories with my Husband and Mom
  • Traveling in our motor home, boating, Jeeping, biking all across the US

"Quality growth with wings of faith"

Community participation

  • Soroptimist International, member since 1992
  • TRIAD (Quality of Life for Seniors), Douglas County Chapter - Charter Member, President , 1997-2010
  • Douglas County Leadership
  • Carson Valley Chamber of Commerce
  • Genoa Community Church

Awards & recognition

  • Ameriprise Circle of Success, 2007