Abby VanDerHeyden, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
My primary focus is to help simplify my clients’ financial lives. I enjoy partnering with my clients’ to create a plan which serves as a clear and comprehensive financial foundation. Once a plan is established, implementing and providing strategies along the way to support their goals is truly rewarding.
Professional Financial Planning Experience
- Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.
Career History
- Bedel Financial Consulting, Inc. Financial Planner
- Franklin Wealth Advisors, Financial Planning Intern
- D3 Financial Counselors, Financial Planning Intern
Education and Professional Designations
- Bachelor of Science in Consumer Economics, Financial Planning Concentration, University of Illinois
- CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning.
Professional Activities
Board Member, Goodwill Young Leaders, Goodwill of Central and Southern Indiana (2016 – Present)
Advocacy Committee Chair, Goodwill Young Leaders, Goodwill of Central and Southern Indiana (2018 – Present)
Member, Financial Planning Association (2012 – Present)
NexGen and Student Development Chair, Financial Planning Association of Greater Indiana (2015 – 2017)
Check out more fun facts about Abby:
BLOG POSTS
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