About Heafner Financial Solutions

Many financial advisors are little more than product salesmen, they don’t offer real solutions. Typically, the closest they come to giving you a financial plan is selling you a diversified portfolio and hoping it grows enough to provide the income and reserves you want. At Heafner Financial we strive to be more than just an advisor.

You can expect Heafner Financial to provide the best investments for your situation, without limitations imposed by a broker-dealer or an employer who might require us to sell only the products that provide them the most profits.

Meet Jim Heafner

MBA, Certified Financial Planner™,
and Certified Tax Specialist™

Jim Heafner has made it his life’s work to teach you, America, how the Wall Street system fails you — whether you know it yet or not — and what you can do about it.

You might know Jim as a best-selling author, speaker, or financial planner. You may have seen him on ABC, NBC, CBS, and FOX, or in The Wall Street Journal, Fortune Magazine, and the U.S. News & World Report.

Jim is a Certified Financial Planner™, a Certified Tax Specialist™, a researcher, and an entrepreneur, and he holds an MBA. His companies have made The Business Journal’s “Fast 50,” honoring the fifty fastest growing companies in central North and South Carolina, and Inc. Magazine’s “Fast 500,” honoring the 500 fastest growing companies in the United States.

Jim Heafner

Jim is the creator of Your Secure Retirement Masterplan, bringing the world of financial planning to you in a simple, understandable way. It eliminates product hype and identifies the best strategies for your success. The research and methods that Jim utilizes are endorsed by The American College of Financial Planning and by major financial think tanks around the world.

By dodging the landmines of traditional financial planning, you are better positioned to live confidently, comfortably, and financially worry-free. Jim is President of Heafner Financial Solutions, Inc., based in Charlotte, North Carolina.

Our Team of Experts

New Business Support Manager

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.

Blake is NC Life Licensed.


Customer Service Manager

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 9 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.

VP of Operations and Compliance

Alexandria has worked closely with the firm since 2012. 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.

NC Life and Health Licensed

Director of New Business

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 various objectives in the financial arena. Kristina’s passion is to assist all who seek financial knowledge, no matter what stage of their life, and provide the tools they need to understand their goals.

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.

Administrative Assistant

Colleen came to Charlotte from Pittsburgh bringing over 20 yrs 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.

New Business Support Manager

Jake Warden is the newest team member of Heafner Financial. Jake was born in Boston, Massachusetts though raised on a horse farm in Waxhaw, NC and has a passion for thoroughbred horse racing. Although Jake doesn’t have children yet he does have two dogs, Moose, a Labrador Retriever and, Merlin, a Cardigan Welsh Corgi. He spends his free time enjoying the lake, hunting, and creating new recipes for his dream restaurant. He is currently pursuing a bachelor’s degree in finance.

Director of First Impressions

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.