Doug Heilman, AWMA®
Grand Rapids
Chief Operating Officer | Wealth Advisor
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:
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Guidance – to help sort through the many possible choices
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Education – to understand the pros and cons of their decisions
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Motivation – to help take the first step and stay on track
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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.
office: 616-600-9905
fax: 616-600-9905
cell: 616-283-7501
