Broker Check
Mary Heitzman, CFP

It's nice to meet you!

My name is Mary and I partner with Justin's team at PEEK WEALTH to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist you in reaching your financial goalsTranslation of all that: I'm PEEK WEALTH's chief paraplanner, working behind the scenese with Justin to crunch data and craft your financial plans.

College, retirement, social security, business exiting, eldercare, significant windfalls like inheritance or business/property sales--you name it, I've curated forward-looking financial plans for it. I was interviewed, selected, and contracted by PEEK WEALTH to work with them as a part of LPL’s Paraplanning Services Group.

My financial services career launched in 2018 where I served as a Registered Representative prior to joining LPL Financial in 2023. I received my Bachelor of Science in Business from Aquinas College and I currently hold the CFP® designation. Great planning helps produce the optimum outcomes for our clients. 

I currently live in Grand Rapids, and am married to my husband, Tyler, with one child: Cooper (1). My favorite hobbies include baking, listening to live music, traveling, and weekends on the boat with my family.

What I enjoy most about working with your team at PEEK WEALTH is the thoroughness in which they plan, as well as their capabilities in forward-looking tax and estate planning. All done in collaboration with your CPA/EA and Estate Attorneys. We're aiding families in areas many other firms simply don't. While I may never meet you working backstage, know that I craft your financial plans with Justin with the same care as if you and I have been best friends for decades. Thank you!