Mary Heitzman CFP
In her role as Plan Manager at LPL Financial, Mary supports Schulfer & Associates, LLC Wealth Management where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Mary partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Schulfer & Associates.
Mary’s financial services career began in 2018 where she served various roles at advisory offices supporting financial advisors prior to joining LPL Financial in 2023. Mary received her Bachelor of Science in Business from Aquinas College and is a CFP® practitioner.
Mary and her husband live just outside Grand Rapids, Michigan where they raise their one-year-old son. They enjoy the outdoors, cooking, and live music.
