Heather Lovallo CDFA®, CFP®

Financial Planner

Education: B.A., in Human Development and Family Studies, Samford University and M.S., Higher Education, Florida State University

Heather`s Areas of Expertise

  • Budgeting and cash flow
  • Tax planning
  • Insurance
  • Education funding
  • Employee benefits
  • Charitable giving
  • Investment management
  • Student loans
  • Retirement/financial independence planning

I get excited about working with people who are:

Navigating demanding life changes – such as current and former military members, divorcees, career changers, caregivers, and those dealing with a health crisis. I also love helping people feel more organized and in control of their money by teaching them how to efficiently create – and use – a budget! No matter their season in life, I'm passionate about helping people align their financial decisions with their deeply held values and goals, step-by-step.

When not at work, you’ll find me:

rollover-heather-lovallo-300x289

Spending time with my children, Keane and Echo. I also take great pleasure in running (almost) daily, reading, traveling, sharing fun times and yummy food with extended family and friends, and being in the great outdoors! 

Have a Question for Heather?

Send her an email at: Heather@wrennefinancial.com or schedule a no obligation introductory call.