Murray Heisler is a Certified Financial Planner® professional and spends the majority of his time focusing on areas related to investment planning, retirement planning, and assisting clients with estate analysis.

Having graduated from Miami University in Oxford, Ohio, Murray’s financial services career began in 1986.  To this day, he has client relationships dating back over three decades.  He attained the Certified Financial Planner (CFP®) designation in 1989, the Chartered Life Underwriter (CLU®) designation in 1999, and the Chartered Financial Consultant (ChFC®) designation in 2004.

Murray particularly enjoys fishing, sporting clays, snow skiing and travelling.  He and his wife Pam are supporters of local food programs for the hungry, particularly for children in the local area.  They reside in Carmel, Indiana along with their two sons, Luke and Logan.