The Team

Heron, Hensley and Associates

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Scott Heron

Scott Heron

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
CA Insurance #0791799 AR License #1339200

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Monica Hensley

Monica Hensley

Private Wealth Advisor

More about me...

Designations

CFP®, CDFA®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
CA Insurance #0733484

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Our Staff

Aubry Nakata

Aubry Nakata

Client Service Manager

Paraplanner
Audra Scrimshire

Audra Scrimshire

Administrative Assistant

Client Service Specialist