Glen Heape

I enjoy partnering with clients in the work of developing their vision and planning for their financial future. My ideal clients are those that are focused on the long term and want to thoughtfully work toward financial goals that range from preparing for or living in retirement, saving for a child’s college education, estate considerations, or saving on taxes for small business owners. I understand no two situations are the same, and neither are the approaches to mapping out the strategies for achieving those goals. Before joining Edward Jones, I had the profound honor to serve in the United States Army as a senior military officer and to fly an advanced helicopter in many locations throughout our country and around the globe. My background includes my participation in planning complex operations as well as the management of very large budgets. During those many years, I learned that the ability to serve others with genuine trust and respect were key elements for a frontline leader, both in peace and wartime. I now draw upon those experiences to help my clients to make good financial choices. After spending the last couple of decades moving from Army post to Army post, my family and I are now very proud to call Post Falls and North Idaho home. Much like everywhere else we have lived, we enjoy immersing ourselves in the local community and assisting when and where we can. If you have recently moved to North Idaho or you are considering a transition here, please give me a call and I would be happy to help with information or resources. I welcome the opportunity to learn about you and your financial vision. It all starts with a conversation – let’s visit. [email protected] | O: 208-773-3268 | C: 208-964-3369