Our Associates

Business-Picture-two-rhonda-5-3-2011Rhonda Heineman, CFP®

 

Financial Advisor | CERTIFIED FINANCIAL PLANNER

Rhonda Heineman, CFP® has been providing investment guidance and financial services to individuals for 20 years. Recently Rhonda formed her own firm, Heineman Financial Strategies, a customer driven firm dedicated to providing experienced, trustworthy guidance to help clients work toward their goals of financial independence.

Rhonda holds a Bachelor of Science in Business degree specializing in Banking and Business Finance and in 2006 earned the designation of Certified Financial Planner™ 
professional. Rhonda’s financial planning process is based on the 6-step process developed by the CFP® Board of Standards, Inc. It involves identifying and setting realistic lifetime cash flow, wealth accumulation, and asset distribution goals then implementing them effectively for the remainder of your life. Achievement of all your financial goals is dependent on setting priorities, taking advantage of the changing tax laws, and using various financial products to your advantage.

Simply put, Rhonda will take a personal interest in your financial future and go out of her way to help ensure your success. She will help you establish and maintain your long-term financial goals through clarity, direction, and prudent investment management. She believes prudent financial planning results in clients reaching their dreams.

Rhonda is on the Board of Directors of the Financial Planning Association of Nebraska. She served at the 2010 President and will serve as the Secretary/Treasurer in 2015. She is a past President of American Business Women’s Association E-Express Network Chapter and serves on the Board of Optimist Club of Omaha as Director-at-Large and Membership Committee Chair.

Raised in Norfolk, Nebraska, Rhonda resides in Omaha with her husband Dave. While active in a number of professional and community organizations, Rhonda & Dave enjoy traveling including mission awareness trips to places like the Philippines and Guatemala where she spends time with children she has helped support over the years through her association with Unbound. Rhonda and Dave also enjoy spending time with their four grown children and two beautiful grandchildren.

 

Danette Samson

Danette joined Heineman Financial Strategies in 2012 bringing 15 years of industry experience to the firm. Danette is a natural multitasker from preparing client updates, processing new accounts and keeping the office organized and efficient. Her upbeat, friendly personality is the first thing clients notice when she greets them. Danette lives in Valley, NE with her husband Rob and daughter Amanda. When she is not at the office, Danette enjoys golfing, camping and spending time with family and friends.

 

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