Mary Anne Heyman, a Certified Financial Planner™, Master of Science in Financial Planning professional, has worked with families through community sponsored consumer education programs since 1992. Her emphasis is in financial planning and elder and intergenerational planning. Families experiencing transition find Mary Anne’s personal experiences and her ability to identify her clients’ unique needs especially valuable during transitions and emotionally difficult times. Her empathy is invaluable as she works closely with her clients to help chart new financial and life directions.
Mary Anne holds a Master of Science degree in financial planning. She has been published in the Wyoming Lawyer and other publications. As an enthusiastic advocate for financial literacy and former adjunct faculty member at Colorado State University, she is active as a volunteer for the public schools, the Eldercare Network of Larimer County, and the Medical Center of the Rockies Foundation planned giving committee.
Mary Anne provides both hourly consultations and project-based fee solutions for her planning clients. She is an Investment Advisory Representative and Solicitor of Financial Design and Management, Inc., an SEC Registered Investment Advisor located in Fort Collins, Colorado. Mary Anne is also a Registered Representative and an Investment Advisory Representative of Geneos Wealth Management, Inc., an independent broker/dealer, member FINRA/SIPC. Additionally, Mary Anne is a licensed insurance agent with the State of Colorado, Department of Insurance.
An avid outdoor enthusiast, Mary Anne enjoys hiking, biking, skiing, and snowshoeing. She and her husband, David, relax together by watching football or movies, as well as visiting their children and extended families scattered from coast to coast.
Designations: Certified Financial Planner™ (2007), Registered Representative
Emphasis: Elder and Intergenerational Planning
Education: BS Degree, University of Nevada – Reno, MS Degree, Golden Gate University
Years of industry experience: 13