Heather joined Hasenberg Financial Group in May of 2014. She is *Series 7 and *Series 66 licensed as an Investment Advisor Representative and licensed as an Insurance Intermediary for life insurance and burial trusts in Wisconsin and Minnesota. She grew up in Whitehall, WI, and lives in rural Augusta with her husband, Abe. She is currently Board President for Helpful Hearts Foundation, a local nonprofit in the Chippewa Valley. Heather enjoys archery, foraging for wild edibles (including mushrooms), and is the owner of The Boujee Woods Life, LLC. During her free time, you will find her in the woods or in the kitchen whipping up some gourmet meals.
Profession:
Hasenberg Financial Group
*Financial Advisor (May 2014- present)
- Provide comprehensive financial services
- Help clients reach their personal financial goals through:
- Tax Planning
- Retirement Services
- Risk Planning
- Estate Planning
Stokes, Prock, and Mundt Funeral Chapel/Cremation Society of Wisconsin
Licensed Pre-Need Specialist (June 2011-April 2014)
- Insurance Intermediary Licensed in Wisconsin and Minnesota: Life and Burial Trusts
- Funeral pre-planning:
- Social Security
- Disability
- Medicaid spend-down requirements
Interests:
- Board President of Helpful Hearts Foundation, Inc.
- Member of Women's Giving Circle
- Archery
- Fishing
- Foraging for wild edibles
- Gardening