Heather J. Barnett, M.S.
President and Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
Heather is the President of Barnett Financial Partners, Inc. In 2020 and in 2017, Heather was ranked among Forbes Top Women Wealth Advisors.* In February 2018, Heather was named to the Forbes Best-in-State Wealth Advisors Ranking for the State of Iowa.* She has also been named to the Working Mother Top Wealth Advisors Mom list in 2017, 2018, 2019 and 2020.* And, she was honored to be recognized by Wells Fargo Advisors Financial Network, LLC, as a Premier Advisor.**
When it comes to making sense of the multi-faceted issues relating to one’s financial affairs, many successful individuals and families can find the magnitude both confusing and stressful. With more than 23 years of experience in the financial services industry, Heather understands that relationships with clients are about much more than money. They are about making a difference in people’s lives. In order for an advisor to help clients succeed, they must have the ability and willingness to see life through the hearts and minds of each client.
Education & Professional Achievements
Bachelor of Arts, Business Administration with a concentration in Finance, Truman State University, Kirksville, MO
Graduate Degree, Master of Science in Business Administration with a concentration in Finance, University of Wisconsin—Madison
CERTIFIED FINANCIAL PLANNER™ professional – The CFP® certification requires an approved education program, a rigorous examination, and stringent experience requirements. It also requires adherence to a professional Code of Ethics and continuing education requirements to remain aware of current planning strategies and financial trends.
Activities and Interests
- Keokuk Economic Development Corporation, Previous Board Member
- Keokuk Area Community Foundation, Previous Chair of the Board of Directors
- Keokuk Rotary Club, Paul Harris Fellow, Previous Member
- Keokuk Area Chamber of Commerce, Previous Board Member
- Big Brothers Big Sisters of the Tri-State Area, Previous Board Member
- Big River United Way, Previous Board Member
Heather is married to Ryan Barnett; they have two sons, Tanner and Brayden. They enjoy spending weekends with their extended families, whom all live relatively close to their home in Hamilton, IL. When she is not working, she enjoys watching her boys' various sports activities and teams, weight training, reading and watching Iowa Hawkeye sports.
*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.