Heather Winner - Financial Advisor, Ameriprise Financial Services, LLC

My husband and I have been working with Heather Winner and the team at Ameriprise for several years and it has been one of the most rewarding long-term professional relationships we have ever established. I thought financial planners were for super-rich people and thought a 'set it and forget it' approach was sufficient. I was wrong! Heather has gone above and beyond to listen to what our goals and priorities are for life and retirement and not only helps us know that we are on track for the future, but has helped us confidently weigh all the information needed to make big financial decisions in the present when life throws a curve ball. Heather manages several investment and retirement accounts but supports our overall financial wellbeing beyond investments with college-savings planning, healthcare costs planning, and other goals. She has helped us make sound decisions to protect our assets. There is a lot to worry about in life, but I actually don't worry about finances because Heather has helped us plan for the 'what-ifs'. And lastly, Heather is genuinely kind and a good listener, meaning that our plan with her reflects important things that probably most financial planners would dismiss. Heather's work goes way beyond anything I've received with other retirement consultations and does not compare. In addition, Andrea, who supports the team, is a wonderful person as well to work with. Really great team!

My family and friends have trusted Heather for years. She tailored a plan for our investment that fit our investment goals helping us to secure our future. She communicates with us regarding our portfolio and answers our questions and concerns properly. In these uncertain times we feel confident in her knowledge and experience to guide us to a financially secure future.

Heather's guidance over the last 5 yrs has helped me stay on track and focused on achieving my goals to attain financial independence. She tailored a plan to fit my needs and regularly checked in ensuring my success. I highly recommend her.

Heather Winner is a huge asset in my financial planning team. She is knowledgeable, professional and always prepared. What I enjoy most is her ability to explain complex issues to me in a way that I can easily understand in order to make sound decisions. I highly recommend Heather! Plus she is a joy to work with.

I have been one of Ms. Heather Winner’s clients for several years. She has managed my investments which are in several accounts, some taxable and some sheltered. She also advises me on a special account which is more risky. I’m happy to say it has appreciated 20% a year. My goal is to outperform the market. If I wanted to gamble I would buy lottery tickets. Heather assists me with navigation in a complicated financial system with conservative strategies which help me execute a sound financial plan. Glenn Link. LtColonel USA(ret)