Brent F. Heitzenroder is an Associate Vice President at Hefren-Tillotson. He is an Investment Advisor Representative with a series 7 and 66 securities license. Brent specializes in comprehensive financial planning in the areas of investments, retirement, estate, tax planning and insurance. He enjoys developing strong relationships with his clients helping them every step of the way to realizing their financial goals.
As a personal client of Hefren-Tillotson since 1999 Brent has seen firsthand the importance of having a comprehensive written financial plan. The MASTERPLAN approach thoughtfully evaluates an individual’s goals and objectives then works through a four step process to produce a custom tailored financial plan that can evolve as new considerations arise. As a former business owner, Brent also enjoys focusing his attention on small businesses that need advice on managing retirement plans for their employees and works closely with Hefren-Tillotson’s Corporate Services department to engage their expertise when needed.
Brent was born and raised in Pittsburgh, graduating from Fox Chapel High School. His passions for outdoor adventure, especially white water kayaking, lead him to West Virginia University where he received a Bachelor of Sciences Degree in Business Administration. In the spring of 1997 he incorporated a trip around the world with his studies as he was a student of Semester at Sea study abroad program.
Brent’s love of small business over the past 20 years has allowed him to unlock his entrepreneurial spirit. Before joining Hefren-Tillotson, he worked on a project with a well-known Pittsburgh based company that specializes in the precious metals market, along with diamonds and collectable coins. With that experience, he developed a unique knowledge of market value assets and the considerations needed in the selling process.
Brent, his wife Jennifer, their two children Fisher and Ruby, as well as their loveable Labrador Eli reside in Hampton Township walking distance from their favorite county park Hartwood Acres. His favorite family activity is snow skiing and looks forward to the chance to show his kids the “big mountains” out west. Around town you may run into Brent ushering at the Fox Chapel Presbyterian Church, coaching Hampton Township youth soccer or supporting his favorite local foundation Live Like Lou.