Who We Are

Rob Heller, Financial Services Executive and Sr. Financial Planner with Heller Financial Services.  Rob has been making the complexities of retirement planning simple and understandable to people since 1994. Whether he's conducting financial education seminars for major corporations or working with individual clients, he applies his experience and knowledge from earning four professional designations focused on financial and retirement planning, to an honest, straightforward assessment and ongoing plan for each client’s secure financial future.

 

Will Pfeifer, Financial Services Representative and Financial Planner. Will is a graduate of the University of Arizona and helps clients customize their investments to meet their goals. He has earned the Chartered Mutual Fund Consultant and an Accredited Asset Management Specialist designations, and has prior experience as an active trader, derivatives and options specialist.

 

 

Brian Uciuoli, Financial Services Representative and Financial Planning Specialist, supports the team in developing smart, effective strategies to help their clients achieve their financial goals. He provides projections of clients’ long term financial positions, allowing them to explore potential strategies directed at meeting their goals, and provides validation of final recommendations using various financial software tools. 

 

 

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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