Chris Heisten
CRPC, CFP, CSRIC, Financial Consultant.
Chris Heisten is President and Founder of Heisten Financial LLC, a fee based boutique financial planning firm with the focus of giving clients back their time so they can spend it doing what’s most important to them. Acting as a true fiduciary for his clients, Chris aims to solve their financial pain points and move them toward financial freedom. In the financial industry since 2007, Chris partners with business owners and oil workers on their journey through life, striving to instill calmness and a sense of direction as he simplifies the complex. He loves nothing more than seeing clients experience relief when they achieve what they thought was impossible.
Chris graduated from the University of Maine, where he played hockey on a scholarship, and retired from professional hockey in 2007. In the community, he remains engaged serving as a youth hockey coach. Chris holds the CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor℠, and Chartered SRI Counselor™ designations. Outside of the office, he enjoys trying new food, reading, traveling, playing golf and hockey, fat tire biking, and donating to local charities. His passions include being a husband and dad, lake life with the family, watching his son and daughter play sports, and spending time with his wife. To learn more about Chris, connect with him on LinkedIn.
William Wrenn
AAMS. Financial Consultant.
William Wrenn is Financial Planning Consultant at Heisten Financial LLC, a fee based boutique financial planning firm with the focus of giving clients back their time so they can spend it doing what’s most important to them. Aiming to go above and beyond in terms of client service, William thrives on providing clients relief as they build and implement their plan together, and watch it come to fruition when they achieve and enjoy their long-term financial goals. His desire is to make clients comfortable and at peace with their financial plan—educating along the way so they don’t stress about the little stuff.
Prior to entering the financial planning world in 2019, William was a professional hockey athlete for seven years. He captained the U.S. National Team to a gold medal and was honored to be chosen as captain of the Alaska Aces in his hometown of Anchorage. He graduated Cum Laude from the University of Alaska Anchorage with a BBA in Finance and obtained the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. William leverages his competitive work ethic, integrity, and teamwork into the practice on a daily basis.
Outside of work, William enjoys coaching youth hockey, golfing, fishing, skiing, and spending time with his wife, Carley, their daughter, Ella, and their dog, Taya, along with extended family in Anchorage. He is also a big supporter of veterans and current military members. To learn more about William, connect with him on LinkedIn.
Jami Heisten
Client Service Extraordinaire. Office Personality Manager.
Jami Heisten is Office Manager and handles client relations at Heisten Financial LLC, a fee based boutique financial planning firm with the focus of giving clients back their time so they can spend it doing what’s most important to them. Jami embodies the firm’s core values of excellence and client focus; she genuinely cares for people and has a sincere interest in helping simplify clients’ lives. Jami enjoys working closely with clients personally and professionally, helping them find solutions even beyond investment advice that will ease their worries and give them time to focus on their families. Her ultimate goal is to provide a calm, warm, and welcoming environment, so that when they call or come into the office, they will feel like part of the Heisten Financial “family.” She also thrives on finding new ways to connect with clients and build a lasting book of business
Outside of work, Jami enjoys watching her two children play sports, traveling with her husband, working out, spending time with family and at the lake, and enjoying good food and wine.