Connie Heier, CFP®, CPA

Financial Advisor

Focus Areas

Pre-Retirement Planning

Retirement Income Planning

Tax Planning Strategies

About the Financial Advisor

Moser & Heier Financial Solutions affiliated with Focus Financial in 2004.

Since 1997, Moser & Heier Financial Solutions, have been helping individuals and small businesses with financial, investment and tax planning. As founding partners, Barbara Moser and Connie Heier, are both CERTIFIED FINANCIAL PLANNERS™ and Certified Public Accountants each with 20 years experience in the industry. They specialize in pre-retirement planning, retirement income and tax strategies.

They have a team approach whereby they are available to service the needs of their shared clients. They coordinate their schedules to ensure someone is in the office and available for any questions you may have. They are both members of Royal Court, which represents the Top 50 Producers with their broker/dealer, Royal Alliance Associates, Inc.

Education and Designations

  • CFP® – Certified Financial Planner
  • CPA – Certified Public Accountant

Personal Life

Connie enjoys spending time with her two children, reading, traveling and visiting with family and friends.

Financial Advisor


Advisor Website

Main Phone: 630-322-9160
E-mail: connie@mhfinancialsolutions.com

901 Warrenville Road
Suite 100
Lisle IL 60532
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