As a certified Wealth Advisor my most important assets are the relationships I've developed with my clients. Earned through trust, integrity and unparalleled client focus, the average tenure of my clients exceeds ten market corrections and two recessions. I am responsible for upholding the Heisler Wealth Management Group Tenet which my select clientele have come to appreciate and expect. The Heisler Wealth Management Group Tenet: Unparalleled Client Focus - Scheduled monthly phone calls that are either educational or event driven - Quarterly portfolio reviews, two of which are in person - Annual review of a customized financial plan Rapid Response by Administrative Team - Commitment to same day call backs and highest standard of service - Accountability to a culture of high expectations Wealth Management Process - LISTEN - Create a customized financial plan - Provide options - Implement solutions - Review and adjust if needed I also specialize in sustainable investing strategies. **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Please note that due to firm regulations I am unable to accept recommended skills or endorsements. **Registered States**AZ,CA,CO,DE,FL,IL,IN,MD,MI,NC,NV,NY,SC,SD,TX,VA,WI /*********/ **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** 