About Us
Financial Sources provides comprehensive financial planning, tax planning, investment management and estate planning for:
- retirees and persons planning for retirement,
- affluent individuals and families, and
- successful small businesses.
We specialize in money management and fee-based financial planning. Learn more about working with us.
Our Team
Financial Sources, Inc. is a team of dedicated professionals committed to meeting your needs:
| John F. Heeckt | President |
|---|---|
| Forrest O'Brien | Partner and Chief Portfolio Officer |
| George Markus | Financial Consultant for Seniors |
| Michael Hitcho, Jr. | Financial Consultant |
| Frederica L. "Ricki" Grant | Financial Planning Consultant and Advisor |
| Steve Martini | Assistant to the Chief Portfolio Officer |
| James Knight | Registered Representative |
| Andrea Davies | Office Manager |
| Veronica Rehrig | Office Assistant |