Investor Access
Heather R. Kakabeeke
Heather R. Kakabeeke
Certified Financial Planner
Associate Vice President, Investments

Heather graduated from the University of Dayton with a Bachelors of Science degree in Business Administration and Finance. Heather decided early on to focus her passion for helping people, a love of numbers and her attention to detail to the financial needs and asset preservation strategies to assist individuals, families and businesses. She utilizes her expertise in financial analysis to provide one-of-a-kind client service by understanding her clients’ individual needs and concerns. She is an advocate for educating her clients with regards to Social Security Benefits, 401(k) Rollovers, Retirement Income strategies and appropriate risk based Asset Allocation.

Upon completion of college, Heather returned to Kalamazoo, Michigan, to pursue a career as a Financial Advisor. She started at Smith Barney, which later became Morgan Stanley for 15 years prior to her transition to Raymond James & Associates and joining the Weissert & Tiller Retirement and Income Planning Group. Heather obtained her Series 7, 63, and 65 securities licenses along with Life, Health and Variable Contracts Insurance licenses. In November 2008 Heather achieved the designation of Certified Financial Planner™professional. Those awarded this certification have completed extensive training and are held to rigorous ethical standards.

Heather currently resides in Portage with her husband, Matt and their three children. Her commitment to personal health and wellbeing is evident in her hobbies which include golf, tennis, skiing and weight lifting. You may also find her instructing fitness classes at The Fitness Spot in downtown Kalamazoo. To read more, visit her website.

CFP® | Certified Financial Planner™ | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.