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Michael H

Series 66

Meridian, ID

Edward Jones

Michael Heinen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, he worked at Fairway Independent Mortgage Corporation for five years and at DICKS Sporting Goods/Golf Galaxy for three years. Heinen also operates a vending machine business in Meridian, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Founder/Business Owner
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William W

CFP®, ChFC®, Series 66

Meridian, ID

Edward Jones

William Westfall is a financial advisor with Edward Jones in Meridian, ID, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he authors a bi-weekly leadership blog focused on managing diverse teams and owns a custom motorcycle building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive
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