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Our financial advice team


Jennifer Heims, Financial Advisor serving the North Haven, CT area - Ameriprise Advisors

Jennifer Heims

Financial Advisor

Root, Borajkiewicz, Lucarelli Wealth Advisors
EMAIL
PHONE
Ext. 342
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Employee Stock Options
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education

Education

  • Batchelor of Arts in Politcal Science, Rutgers University.

Community participation

We live in a "melting pot" nation. I believe it is paramount that we leave the future generations a legacy of their unique heritage and instill a sense of pride of their culturally blended identity.

Treasurer, Board of Directors

  • Korean Language and Cultural Education Institute