Heather R. Sullivan CFP®
Heather takes a personalized and holistic approach to financial planning. She believes that each plan begins with an individual or family’s dream and creates a comprehensive plan from that important starting point. Heather believes that all pieces of a client’s financial picture including investments should align with a person’s values and work together towards their individual goals.
Experience
Heather has been with Midwest Financial Partners since 2014 and is a Certified Financial Planner. She is an investment advisory representative for the firm with a life and health insurance license. Heather is a native to the Fort Worth area with a business degree from Southwestern University in Georgetown, Texas. Most recently, she has acquired a certificate in Financial Therapy through Kansas State University’s graduate program.
Community
Heather and her husband, Patrick, have three sons and live in a rural community south of KC. They enjoy time with family and caring for their animals. Heather has prior experience serving on the Church of the Resurrection Foundation Board as the Finance and Investment Chair.