Profil
Prior to joining Balasa Dinverno in 1998, Ms. Locus owned her own financial advisory practice in Minneapolis.
Her professional experience includes tax compliance and consulting at Melton & Melton, LLP and auditing at Arthur Andersen, LLP.
She received her BA in Accounting (1993) from the University of Northern Iowa, completed the University of Houston's Center for Executive Development Personal Financial Planning Program to obtain her Certified Financial Planner Certificate (1996), and is a member of the Financial Planning Association.
Anciens postes connus de Heather L. Locus
| Sociétés | Poste | Fin |
|---|---|---|
Balasa Dinverno Foltz LLC
 Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/06/2009 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
