Heather joined Hasenberg Financial Group in May 2014. In addition to being a fiduciary, she is *Series 7 Securities Registered and licensed as an Insurance Intermediary for life insurance and burial trusts in Wisconsin and Minnesota. She grew up in Whitehall, WI, and lives in rural Augusta with her husband, Abe. Heather enjoys archery, foraging for wild edibles (including mushrooms), and is the owner of The Boujee Woods Life, LLC. During her free time, you will find her in the woods or in the kitchen whipping up some gourmet meals.

Profession:

Hasenberg Financial Group
*Financial Advisor (May 2014- present)

  • Provide comprehensive financial services

  • Help clients reach their personal financial goals through:

    • Tax Planning

    • Retirement Services

    • Risk Planning

    • Estate Planning

Stokes, Prock, and Mundt Funeral Chapel/Cremation Society of Wisconsin
Licensed Pre-Need Specialist (June 2011-April 2014)

  • Insurance Intermediary Licensed in Wisconsin and Minnesota: Life and Burial Trusts

  • Funeral pre-planning:

    • Social Security

    • Disability

    • Medicaid spend-down requirements

Interests:

  • Member of Women's Giving Circle

  • Archery

  • Fishing

  • Foraging for wild edibles

  • Gardening

*Hasenberg Financial Group registered with the SEC on June 1, 2023.