Heather Aeschliman is a dedicated Certified Financial Planner (CFP) based in Brighton, Michigan, with a passion for helping individuals and families achieve their financial goals through personalized planning and strategic investment management. With over 8 years of experience in the financial services industry, Heather combines her expertise with a deep commitment to understanding her clients’ unique needs and aspirations. Her and her husband Aaron of 30 years have 6 children.
Heather earned her Bachelor’s degree in Interdisciplinary Humanities from MSU in 1997 and entered finance in 2015. While raising two preschoolers and four teenagers, she obtained her Series 7 and 66 certifications in 2016. Heather achieved her CFP certification in 2022, following her Master's Certificate in Financial Planning from Oakland University in fall 2021, highlighting her dedication to professionalism and ethical financial planning. Known for her comprehensive approach, Heather specializes in retirement planning, investment strategies, estate planning, and risk management.
As a trusted advisor, Heather believes in fostering long-term relationships with her clients, providing them with clarity and confidence in their financial decisions. Her analytical skills and strategic insights enable her to navigate complex financial landscapes and create customized plans that evolve with her clients’ changing circumstances and goals.
Outside of her professional endeavors, Heather is actively involved in her community, volunteering her time and expertise to local organizations and events. She is a Howell Rotarian and Livingston County Catholic Charities board member. She is also a member of the Church of Jesus Christ of latter-day Saints. She has worked with many local theater groups and studies karate with OHANA in Howell.
For individuals and families seeking expert guidance and a partner in achieving financial security and prosperity, Heather Aeschliman offers a steadfast commitment to excellence, integrity, and personalized service.