Blake grew up in Brookfield, Connecticut. After graduating high school, he enlisted in the United States Navy at 17 and was stationed in Coronado, California. He completed two deployments and received various medals and awards. After four years in the military, he and his wife Patricia moved to Charlotte. Blake is pursuing a bachelor’s degree in finance and economics full time. Being born in Charleston, South Carolina, he is an avid supporter of the Panthers and Hurricanes. Blake and Patricia spend their leisure time playing with their German Shepherd, Bo, and enjoying outdoor activities.
Cassie is committed to providing an excellent customer service experience through a positive attitude and a high level of product expertise. With a bachelor’s in business and a minor in finance, Cassie comes to the Heafner team with nine years of experience in the financial industry.
Originally from the Carolinas, Cassie spent many years travelling the country while her husband served in the Army. Now retired, they have returned home to settle in the Charlotte area. When not serving our clients, Cassie enjoys spending time with her son, reading, and volunteering in her community. She has a passion for our youth and teaches religious classes at her church. To relax, Cassie spends time with her family in the quiet outdoors, hiking and camping.
Alexandria has worked closely with the firm for almost five years. She came to Heafner Financial after managing a small chain of family-owned retail stores in the greater Charlotte area. Alex’s main duties include paraplanning with Jim Heafner, event coordination, office management, customer service, and compliance. She is ecstatic that she can wake up every day and be excited to go to work! Alex obtained her NC Life and Health License in 2015, and her favorite part of this job is the relationships she makes with Heafner Financial’s amazingly loyal clients. When she’s not at work, Alex is spending time with her husband, Morgan, her brand new baby, Addison, and close family, enjoying the lake, fishing, and relaxing.
Kristina joined Heafner Financial in October 2014. With over 30 years in the financial industry and 12 years as a public servant for state and federal government housing programs, she is not considered a newbie. Kristina started her career in upstate New York and spent the last 28 years in South Florida accomplishing many objectives in the housing industry.
Kristina is a certified National Foundation Credit Counselor (NFCC), a Housing and Credit Counselor, and a certified NeighborWorks America Counselor in housing, foreclosure intervention, default, and homeownership. There is no household budget she cannot handle.
Arriving in Charlotte at the end of 2012, she and her husband, Ed, have plans to retire here and enjoy the seasons and country-style living she misses from her childhood. Ed and Kristina also retired from their professional drag racing team in 2012, but they continue to assist with organizing tech officials and operating timing systems at Charlotte Motor Speedway.
Colleen came to Charlotte from Pittsburgh bringing over twenty years of administrative assistant experience, most recently working with one of the top advisors in the Pittsburgh area. She brings new ideas mixed with old-fashioned customer service to our team. She also brings her love of the Pittsburgh Steelers, Pirates, and Penguins. Her diverse marketing experience includes working with Miller Coors, Heineken, and US Airways. She will be assisting Jim and Alexandria with helping you be in the best possible place for a financially powerful retirement.
Anne brings many years of customer service experience to Heafner Financial. She spent 10 years as Director of Customer Service at a major cable television company in Southern California and 14 years as Office Manager for a local small business. As our Director of First Impressions, her attitude and personality create a pleasant and positive atmosphere for our clients. Her main focus is to offer clients friendly and quick service because it’s the basis of a great working relationship.
Anne and her husband, Bob, live in Charlotte with their dog, Willie, and enjoy spending their leisure time entertaining their grandchildren and participating in equestrian activities with a local horse lovers group — a passion of theirs for many years. In addition, Anne is also an active member of the Alpha Chi Omega sorority alumni club.