Doug Heilman AWMA®

Chief Operating Officer
Wealth Advisor

380 West Western Ave
Suite 250
Muskegon, MI 49440

668 3 Mile Rd NW
Suite A
Grand Rapids, MI 49544

office: 616-600-9905
fax: 616-600-9905
cell: 616-283-7501
doug@embarkfp.com
embarkfp.com

For almost two decades, I have enjoyed helping others as a consultant and educator in the medical research and insurance industries. I obtained my  Bachelors Degree from Grand Valley State University, 1993 in Mathematics, and then later my Masters in Statistics from Western Michigan University in 1995. During this time, I was missing something I truly enjoyed - connecting with people on a more personal level.  As a financial advisor, I now have the opportunity to consult, educate, and connect in meaningful and mutually rewarding ways.   

 
I help people understand how to best manage their short and long-term finances based on their unique situation.  Once my clients are armed with knowledge and understand their options, I make it easy to implement strategies that help them pursue their goals.  In other words, I provide: 

  • Guidance – to help sort through the many possible choices 

  • Education – to understand the pros and cons of their decisions 

  • Motivation – to help take the first step and stay on track 

  • Confidence – to know there’s a plan in place to pursue their goals 

I am a husband to an amazing and supportive wife and father to four incredible boys.  I love the outdoors and take advantage of every opportunity to enjoy it, whether that is running, hiking, skiing, softball, camping, golf – I’m up for anything! I enjoy being called a true friend and passionately support several groups including our church, youth sports, and cystic fibrosis research.