Meet Your Advisor

Hi, I’m Heather Medling, a financial professional that focuses on planning for retirement. I believe in building strong relationships with clients in order to develop a plan for all of life’s changes. I have had the unique experience of growing up in this business of helping people. My father, John Medling, started in this business with my predecessor, Gary Lucente, over 40 years ago. I have had the distinct honor of learning from the very best. My teachers and role models have been men of honor and integrity. My earnest desire is to continue their tradition of building trusted relationships with individuals and their families.

Being a family woman, with 3 children of my own, I know of the pressures facing families today. How will I afford college for my children? How will I be able to save for retirement? These are questions that I have asked myself. Now I want to help you answer them as well. My predecessors worked hard to build a tradition of honesty, loyalty and generosity, and I plan to continue that tradition with you.

These values are reflected in our 10-point Agency Credo…

Agency Credo

  1. Always tell the truth.
  2. Be on time.
  3. Do what you say you are going to do.
  4. Finish what you start.
  5. Say please and thank you.
  6. Put humor into your business.
  7. Call your clients when you have nothing to sell them.
  8. Never ask for anyone’s all.
  9. Be in the business every day.
  10. Be a mentor to someone – share what you learn.

Please contact us to learn how we can help you achieve your goals.