James Heimler, CFP®

Financial Planning Specialist

James Heimler is a Certified Financial Planner (CFP®) with over 7 years of industry experience, having started in 2016. As a professional in the field, James is dedicated to providing financial planning services that offer peace of mind to clients, helping them navigate their financial future with confidence. At Ballast Advisors, James takes pride in developing personalized plans that empower clients to achieve their financial goals.

James is passionate about financial planning because it allows him to bring clarity and security to clients’ lives. He finds it truly rewarding to work closely with clients, carefully crafting customized financial plans, and supporting them every step of the way towards achieving their financial goals.

Outside of work, James enjoys spending quality time with family and friends. He loves escaping to their family cabin up north, savoring the experience of watching Packer football games on a brisk fall day. James is also a dog lover and never misses an opportunity to make friends with any furry companions they come across.

Feel free to reach out to James for professional financial planning services and expertise at Ballast Advisors.