At HeimLantz, our most valuable asset has nothing to do with money. The value we provide to clients is directly tied to the great people that work with us. The HeimLantz Wealth Management team is made up of experienced professionals who are dedicated to providing optimal service and focused on exceeding client expectations. When you work with us, you truly experience our commitment to making lives better.
Our team members hold a variety of specialized credentials, including Certified Public Accountant, Personal Financial Specialist, Certified Private Wealth Advisor®, and a Certified Divorce Financial Analyst®.
Read on to meet the team of HeimLantz Wealth Management
HeimLantz Wealth Management Team
Paul Abbou, CPA, CFP®, PFS
Chi Guerrero CFP®, RMA®, CIMA®
Michele Ludwig
Wealth Management Assistant
Michele Ludwig
As a kid, Michele’s favorite toy was Crayons because she loved to color and…
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Sheri loves being near the water.
