Chris Heisten
CFP®, Founder & Senior Wealth Advisor.
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.
William Wrenn
CFP®, AAMS®. Partner & Senior Wealth Advisor.
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 take tremendous pride in our client relationships and client 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, daughter Ella 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. I am a CERTIFIED FINANCIAL PLANNER™ awarded by the CFP Board.
From my previous career, I focus on leveraging my competitive work ethic, integrity, and teamwork into our practice.
Scott Wamsganz, MBA
Wealth Advisor
While my career as a Wealth Advisor started in 2024, anyone who knows me well knows I have always had a genuine passion for personal finance and the profound impact it can have. When choosing a team, it was extremely important for me to join a group that sincerely care about the people they work with and the service they deliver. Chris and William epitomize this sentiment. Their experience, work ethic, and drive to produce the best experience and results for their clients made it clear that Heisten Financial was the team for me.
Before joining Heisten Financial, I earned an athletic scholarship to play division 1 hockey at Colorado College, where I obtained a bachelor's degree in economics. I continued to pursue a career in professional hockey that ultimately led me to Belgium, where I earned an MBA in International Business Management. In the 5 years since, I have supported some of Alaska’s top surgeons while in medical technology sales and helped Alaskan business owners achieve their goals working in commercial real estate and business brokering. I have found success cultivating lasting relationships and working hard to make my clients’ lives easier, and I am excited to be doing the same at Heisten Financial.
Outside of the office, you can find me serving my community as a board member for the Anchorage Parks & Recreation Commission as well as an assistant hockey coach for Team Alaska. Otherwise, you can find me hanging with family and friends, in the mountains, at a concert, at a local hockey game, at the gym, or plotting my next international adventure.
My sophomore year at Colorado College, I found myself in a Personal Financial Planning class that had a profound impact on the way I view finances. Since that seed was planted over 10 years ago, I have continued to learn, save, invest, and develop a passion for personal finance and the freedom that can be achieved in life through small habits and a little discipline. Now, I am incredibly grateful that I get to use my knowledge and experience to help others build their life by design and achieve the future they desire.
Jami Heisten
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.