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When you’re passionate about your Purpose, about helping each client reach their financial goals and Making Lives Better, it shines through in everything you do. At HeimLantz, our whole team lives our Purpose and Core Values with passion. They have committed the firm’s Core Values to memory- Just ask them!

Passion

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One of our foundational Core Values is centered on relationships. We believe in creating strong relationships with our clients based upon mutual honesty and integrity. Further, our team is committed to understanding your needs and working toward your goals as if they were our own. We measure our value through the success of our clients.

Relationship

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Most people don’t think of CPAs as innovators but innovation is another Core Value that our HeimLantz team lives by. The pace with which our world is changing today means that what we did yesterday might not be sufficient tomorrow. So our team is committed to thinking outside the box, seeing new possibilities, and looking for hidden opportunities. Are you looking for a little innovation from your business advisors?

Innovation

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Helen Keller once said, “Alone we can do so little; Together we can do so much.” At HeimLantz, collaboration is one of our Core Values because we believe in this principle. We combine strength and wisdom because we know that we’re going to get the best results through true synergy. But it’s not just our team members that collaborate…We believe in collaboration with our clients and the other advisors we serve. We’re ready to collaborate with you!

Collaboration

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We strive to create a different experience and environment for our clients and our team members, a culture that lives and breathes our Purpose and Core Values. It’s this culture that allows us to develop relationships, not business transactions.

Culture

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Meet Our Team

Kathie Sulick
Wealth Management Advisor
443-603-1808
Jackie Nicholson
Wealth Management Advisor
443-603-1811
Paul Abbou
Wealth Management Advisor
703-341-4241
Sheri Winegardner
Wealth Management Advisor
443-603-1809
Meghan Stogbucher
Wealth Management Assistant
443-321-5717
Chi Guerrero
Wealth Management Assistant
443-603-1810

Our Commitment

What determines whether your hopes and dreams become a reality? Exceptional planning. We believe exceptional planning means accounting for every possible aspect of your financial future. Through tax-centric planning, we are able to create a comprehensive financial plan unique to you and your family.