What people are saying.

  • “I cannot begin to say enough kind words about Heather Ortega both as a financial advisor and as a person. Her encouraging approach to financial thinking has proven wildly effective for me. She’s helped me to set realistic and attainable goals which provide more and more momentum as I continue on my path to financial success. She has taught me new ways to think about budgeting, demolishing debt and money in general. This new mentality has helped me to utilize her techniques and pay off more debt in the past six months than I have in the past six years. Thank you Heather! I could not have done it without you.”

    — Timothy Jackson, personal coaching client

Rosalie Elliott

"Heather is the definition of a great leader. I've known Heather as a colleague and friend for over 10 years. She has gained tremendous insight on business and financial experience throughout the years. I trust Heather in all aspects of financial services."

Danielle Damminger

“As my business began to grow, I know I needed someone to help me with the daunting business side. Heather Ortega was recommended to me by an industry friend and after just a couple of conversations, I knew she was perfect for my needs! Heather has elevated the way my small business runs and in just a matter of months, she whipped our books and business processes into shape! Everything is much more streamlined and manageable- and not so scary, thanks to Heather:) She is always available and patient in addressing any questions I have and has helped me in other areas of the business with her impressive rolodex of resources. I look forward to my continued work with Heather and highly recommend her services.”