Heather Ukena

Heather Ukena is a Financial Advisor with over ten years of experience helping individuals and families build clear, confident plans for their financial future. She works closely with clients across retirement planning, investing, estate and insurance needs, and tax-conscious strategies — taking time to understand each client's goals and building a plan around what matters most to them.

Heather believes financial planning should feel personal, not transactional. She prides herself on being approachable and responsive, translating complex financial concepts into practical steps her clients feel good about.

Outside the office, Heather has been married for over thirty years and is the proud mother of five. Raising five children has taught her to stay organized, attentive, and dependable — qualities she carries into every client relationship.