Heather Markovich

Client Service Manager

Heather Markovich | The Retirement Planning Group

Heather Markovich

Client Service Manager

Heather Markovich | The Retirement Planning Group

Heather Markovich

Client Service Manager

Heather Markovich | The Retirement Planning Group
Financial Advisor - 20+ Years of Wealth Management Experience | The Retirement Planning Group

Years of Industry Experience

Zumba

Enjoys Zumba

Financial Advisor | The Retirement Planning Group

B.A. in Business Finance

University of Missouri–St. Louis

Meet Heather Markovich

Heather Markovich is an accomplished Client Service Manager with over three decades of experience in the financial industry. Her illustrious career began during her Senior year of high school, and she has since acquired a Bachelor’s degree in Business, specializing in Finance. Inspired by her mother’s involvement in the same field, Heather found her calling early on while working at her mother’s offices. This invaluable experience solidified her passion for financial planning, particularly in guiding individuals and families toward a secure future, including a comfortable retirement.

Throughout her professional journey, Heather has lent her experience and knowledge to multiple financial firms. However, her current role at The Retirement Planning Group (TRPG) stands out as the most fulfilling position she has held. Heather takes great pride in working alongside the dedicated team at TRPG, sharing a common objective of empowering individuals with sound financial strategies while fostering the growth and success of the organization.

Beyond her professional pursuits, Heather relishes her time away from the office. She finds joy in engaging in outdoor activities such as boating, often accompanied by her boyfriend, family, and friends. Committed to maintaining a healthy lifestyle, she indulges in various fitness routines, including Zumba, walking, and bonding with her two beloved dogs, Bailey (a Dachshund) and Paris (a Belgium Malinois). Additionally, Heather cherishes moments spent visiting her son, who will enter his sophomore year at Mizzou in August 2023.

Contact Heather Today

Phone

Office: (314) 669-5255
Cell: (913) 948-8835
Fax: (913) 498-8897

Office Address

14755 North Outer 40 Rd Ste 200
Chesterfield, MO 63017