Heather Deaton
Wealth Advisor and Financial Planner at Ellenbecker Investment Group
Based in Milwaukee, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Milwaukee
Industry
Financial Services
Company size
49
Contact information
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h•••••••@ellenbecker.com
Phone
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Background
About Heather Deaton
Contact me at heather@ellenbecker.com or 262.691.3200. I am driven by my core values of service, sustainability and creativity – all fueled by my passion for relationship building. Specifically, I am energized by helping others, removing obstacles and driving action. I help our clients be confident, organized and set with a plan towards their goals, as their advocate and go-to person. I get excited about helping others through an educational approach so they feel empowered, understood and valued. Bringing people together and on the same page to make decisions and progress is something I am very good at.
Decision-makers
Other people at Ellenbecker Investment Group
- AAStaff
Amy Anderson
Tax Planning Associate · Finance & Accounting
- COStaff
Colin Oquist
Investment Operations Associate · Operations
- ISStaff
Isaac Schroeder
Investment Operations Associate · Operations
- KEC-Team
Karen Ellenbecker
Founder · General Business & Management
- COC-Team
Cara Olson
Chief People Officer · Human Resources
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