Broker Check
Dominique Heberer

Dominique Heberer

Financial Planning Associate

Dominique will primarily be conducting scenario models for our financial planning clients. Her models will provide helpful insight to our clients before they make significant financial decisions. She will also be ensuring all of our wealth management software and accounts are up to date and accurate. 

Dominique started in the financial services industry in 2017 in an administrative role. Prior to that, she spent more than 10 years working in HR & Supply Chain Customer Service. She also holds a life and health insurance license in the state of Wisconsin. 

Dominique is married and has two beautiful daughters who are very active. She loves being outdoors, watching and playing sports, and spending time with her family.