Meet Our Team

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

Barbara and Connie 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. 

To support them and further assist you, there are additional team members with a specific role, if you are unsure who to contact, Gloria will be able to help direct you.

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Connie Heier

CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
630 322-9160 Ext. 101
connie@mhfinancialsolutions.com

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