Theresa O. Heckman - Senior Client Adviser & Vice President With over twenty years experience, Terri brings not only a wealth of knowledge, but practical experience and compassion to her 'life's calling'. With a background in accounting (BA in Accounting Lycoming College 1982), Terri has a strong 'technical base'. However, it is her interpersonal skills learned from being a mother, a sister in a family of eight, and a caregiver to her own mother, that makes Terri highly compassionate in the work that she does for her clients. Terri is also a FL licensed insurance agent.
Todd D. Heckman CLU, ChFC, CFP, AEP, - President & Chief Planner With over 30 years experience, Todd brings his highly technical planning expertise to solving the challenges of identifying financial resources available to a client and evaluating with most cost efficient way of accessing those resources to provide for a clients care. Todd is a Graduate of Tufts University , Cum Laude, and has his Masters Degree in Financial Services from the American College. He is also a Certified Financial Planning Practitioner tm and VA Accredited Claims Agent. Todd is a FL licensed insurance agent and a FL Registered Investment Adviser affiliate. His company, Estate Planning Advisors Inc. is a FL Registered Investment Advisory firm. A copy of the Firm Disclosure Brochure is available upon request.
The information found on this website is gleaned from readily available public sources and is for educational purposes only. It is NOT to be considered financial or legal advice. Consult with an appropriate professional before making important financial or legal decisions .
Life Resource Planners of the Treasure Coast (772) 567-7970
Copyright © 2022 Life Resource Planners