Cortney Heykoop, ChSNC and Financial Advisor for Clover Leaf Wealth Strategies, will discuss Financial Planning Under Unique Circumstances. In this presentation Cortney will discuss how to plan for your future as well as that of your child. She will discuss key areas of concern, your retirement planning, special needs trusts, ABLE Accounts and social security planning.
About the Speaker
Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a degree in International Economics and Finance. While spending most of her career in finance, she also owned and operated Heykoop Photography for a handful of years when her children were young. This entrepreneurial experience was highly successful and gave her the confidence and experience to take on larger pursuits. After reentering the finance world in 2015, Cortney dreamt of stepping out on her own as an independent financial advisor. In September of 2018, she opened the doors of Clover Leaf Wealth Strategies.
Mrs. Heykoop focuses on financial planning for families in Loudoun County Virginia with a passion for the special needs market. This passion grew after adopting a special needs child 16 years ago. With the arrival of her daughter she experienced, firsthand, the isolation and lack of support parents felt as they struggled with daily challenges and complex issues- The importance of a trusted advisor, had never been more evident. Cortney, a Chartered Special Needs Consultant, works daily to be that trusted advisor and resource for the families she works with and the community at large.
Cortney is the current Secretary for the Arc of Loudoun in Virginia and a member The Society for International Development, a Member of the Lucketts Ruritan Chapter, Lucketts Business Collaborative, the Leesburg Business Forum, the Loudoun County Chamber of Commerce, Lucketts Elementary PTA, multiple Boosters Clubs and a multi-troop Leader for the Girl Scouts of America. Cortney resides in Lucketts Virginia with her husband, Justin, and three children. When not taxiing children to and from soccer, dance or gymnastics, Cortney enjoys time at Deep Creek Lake with family, friends and her favorite camera.