• Heather Karcz, CFP®

    President, Zuehlke Karcz Financial Group

    Investment Executive, RJFS

Heather has worked in the investment industry since 1998. She obtained her Bachelor of Science degree from University of Wisconsin - Green Bay and majored in economics and regional analysis. She also earned her CERTIFIED FINANCIAL PLANNER professional certification through the College for Financial Planning in Denver by completing rigorous education, experience and ethical requirements.

She holds the following licenses:

  • Series 6, Investment Company Products / Variable Contracts Representative
  • Series 7, General Securities Representative
  • Series 9, General Securities Supervisor Options
  • Series 10, General Securities Sales Supervisor
  • Series 63, Uniform Securities Agent
  • Series 65, Investment Advisor Representative
  • Health, Life, and Variable Insurance (including annuities)

She believes in giving back to the community that supports her and, thus, volunteers her time on the Board of Directors for Capital Credit Union and on the Investment Management Committee for the YWCA of Green Bay/DePere.

In her spare time she enjoys reading, golfing and biking.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.