Mary Heitzman
Plan Manager, Moore Financial Services
In her role as Plan Manager at Moore Financial Services, Mary supports our team in developing and executing comprehensive financial plans. As a member of the our team, Mary partners with us to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in pursuing their goals.
Mary’s financial services career began in 2018 where she served various roles at advisory offices supporting financial advisors prior to joining LPL Financial in 2023 where she worked as a paraplanner for three years. Mary received her Bachelor of Science in Business from Aquinas College and is a CFP® practitioner. Mary joined Moore Financial Services in April of 2026.
Mary and her husband live just outside Grand Rapids, Michigan where they raise their one-year-old son. They enjoy the outdoors, cooking, and live music.