Meet the Team
CRPC, CFP, CSRIC, Financial Consultant.
I began my career working with great people and families in 2007 focusing on Financial Planning with Merrill Lynch. I decided that I wanted a better life balance and joined the ranks of business owners/entrepreneur and broke away to join Raymond James Financial Services to own and run my own planning practice.
At Heisten Financial we like to consider ourselves a specialized boutique practice that loves to help good like-minded people achieve financial freedom.
Some of my passions include lake life with the family, watching my son and daughter play sports, spending time with my wife on whatever the next adventure is, fat tire biking, and golf.
I graduated from the University of Maine, where I earned a scholarship to play hockey and retired from professional hockey in 2007. In the community, I remain engaged in hockey where I serve as a youth hockey coach. I am a CERTIFIED FINANCIAL PLANNER™ awarded by the CFP Board, I was also awarded the Charter Retirement Planning Counselor (SM) (CRPC®) from the College of Financial Planning and lastly, I have been award the Charted SRI Counselor™ (CSRIC®) that focuses on Sustainable Responsible and Impact Investing Practices.
AAMS. Financial Consultant.
I began my career in financial planning in 2019. After exploring different options in our field, I decided the place for me was at Heisten Financial. Chris and I share the same views on how to run a practice and take care of our client’s financial needs.
We are a boutique practice by choice and take pride in our customer service. No two clients are approached in the same way. We build individual financial plans and comprehensive portfolios based on our client’s goals.
My passions include spending time with my wife Carley and our dog Taya, along with our extended family in Anchorage. I thoroughly enjoy golfing and fishing in my free time. I serve as an assistant coach with a local youth hockey team. The experience has been very rewarding as I try and help them pursue their own dreams.
My previous career was in professional hockey, which I was fortunate enough to play for 7 years. I am a patriot, so captaining the US National Team to a gold medal was the most rewarding moment of my journey. I was also honored to be chosen as captain of the Alaska Aces in my hometown of Anchorage. I graduated Cum Laude from the University of Alaska Anchorage with a BBA in Finance. I was also awarded the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning.
From my previous career, I focus on leveraging my competitive work ethic, integrity and teamwork into our practice
Client Service Extraordinaire. Office Personality Manager.
Jami embodies our core values of excellence and client focus; she genuinely cares for people and has a sincere interest in helping simplify our clients’ lives. At Heisten Financial, Jami is always looking for ways to create an even more impactful client experience. She is focused on making sure we are meeting clients’ needs beyond investment advice.
Jami enjoys spending time with her kids and husband, traveling, and taking every moment for what it has to offer.