Michele Heckle
Head Financial Paraplanner at Ritter Daniher Financial Advisory LLC- Claim this Profile
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Topline Score
Bio
Michael Florez
Michele has all of the skills to support the big picture guy. She catches the critical details and completely understands how the whole project fits together. Only person ever to catch one of my math errors before a real problem developed. She is a total professional.
Michael Florez
Michele has all of the skills to support the big picture guy. She catches the critical details and completely understands how the whole project fits together. Only person ever to catch one of my math errors before a real problem developed. She is a total professional.
Michael Florez
Michele has all of the skills to support the big picture guy. She catches the critical details and completely understands how the whole project fits together. Only person ever to catch one of my math errors before a real problem developed. She is a total professional.
Michael Florez
Michele has all of the skills to support the big picture guy. She catches the critical details and completely understands how the whole project fits together. Only person ever to catch one of my math errors before a real problem developed. She is a total professional.
Experience
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Ritter Daniher Financial Advisory LLC
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United States
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Financial Services
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1 - 100 Employee
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Head Financial Paraplanner
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Aug 2010 - Present
Located in Cincinnati, we provide comprehensive, Fee-Only wealth management services for individuals that are looking to delegate some level of responsibility for managing their financial affairs. These are either people that recognize that they don't have the requisite skill set to effectively manage their financial planning and investment management, or those that could do so but are simply choosing to delegate this task to a teammate. We are held to a fiduciary standard in all of our dealings with our clients, meaning that we legally are obligated to put your interests ahead of our own. We are not "financial salespeople". Rather, we are trusted advisors that work to help you solve your financial challenges. From investments, to retirement and college planning, to estate and insurance advice, we are holistic advisors looking at all facets of your financial life. Show less
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Education
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University of Cincinnati
Community
