Ashley Heuerman serves as a Retirement Plan Participant Advisor for First Mid Wealth Management. In her role, she works alongside plan participants to help them gain a better understanding of how their employer’s retirement plan works for them, ensuring they effectively use their retirement plans to meet their financial goals.
Ashley also coordinates and conducts education and enrollment meetings for Retirement Services clients and their employees. By taking an active role in explaining the often complex and evolving retirement industry, she assists plan participants in planning for the future with confidence.
As a former school counselor, Ashley has spent years helping individuals make informed decisions about their futures. With a deep commitment to listening, understanding, and simplifying complex information, she makes financial planning approachable, strategic, and tailored to employees’ unique goals.
In her free time, Ashley and her husband, Jason, a commercial lender with First Mid Bank & Trust, enjoy traveling, playing golf, and spoiling their dog, Ace.
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured bank insurance , the FDIC or any other government agency, are not deposits or obligations of First Mid Bank & Trust, are not guaranteed by First Mid Bank & Trust, and are subject to risks, including the possible loss of principal. First Mid Bank & Trust and First Mid Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Privacy Notice.
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