Heather Merchant
Director of Client Operations
As the Co-Founder and Director of Client Operations at Hunt Country Wealth Management, Heather Merchant works diligently to ensure each client experiences premium-level service from start to finish.
Heather’s role spans from overseeing operations to managing our digital channels, creating unique client experiences, and maintaining a firm focus on the people behind our plans.
Heather’s unique approach to financial services is shaped by her extensive background in the hospitality sector and her entrepreneurial journey as a small business owner. Her innovative perspective influences the firm in developing programs that prioritize the human aspect of financial planning, rather than solely focusing on numbers and statistics. This awareness has motivated her to incorporate a personal touch into all aspects of the firm’s operations, creating a welcoming and inviting environment for clients.
Together with Chris, she has helped transmute ideas, philosophies, and investing systems into useful tools and proven processes, forming the backbone of our signature services: The Sovereign Series™ Retirement Plan and our Guided Investing™ framework.
Heather’s commitment to helping clients achieve financial freedom and her dedication to superior client service are the pillars of the client experience at Hunt Country Wealth Management.
Heather’s life mantra is “Comfort makes cowards of us all” and she lives by this philosophy in both her personal and professional life. She constantly challenges herself and the firm to step out of their comfort zones, pushing boundaries and embracing change. This mindset has enabled Hunt Country Wealth Management to continually enhance its services, adapt to changing market conditions, and better serve the evolving needs of today’s modern retirees.
MEET CHRIS
Embrace the Adventure of Retirement
Heather Merchant’s entrepreneurial journey began long before Hunt Country Wealth Management, fueled by her love of adventure and the desire to forge her own path. This same spirit is evident in her approach to guiding clients through retirement – as an exhilarating and rewarding adventure.
Similar to entrepreneurship, the path to retirement is brimming with unforeseen twists and turns, calling for courage, innovation, and resilience. It entails venturing beyond comfort zones, embracing risk, and navigating uncertainty with an exploratory mindset. Retirement presents an opportunity to embark on a new chapter filled with endless possibilities and prospects.
The transition to retirement serves as a testament to our clients’ life’s work and financial discipline. Observing them embark on this new phase, where they can actualize their dreams, is genuinely inspiring. This stage, akin to an open road, offers boundless opportunities – from global travel to pursuing new ventures or dedicating time to passions and hobbies.
At Hunt Country Wealth Management, we not only hold in high esteem but also nurture this spirit of adventurism, as we believe it epitomizes truly living and savoring the fruits of one’s labor.
Our Services
Let’s help you navigate the road ahead…
Looking for retirement assistance? Look no further! At Hunt Country Wealth Management, we specialize in retirement planning. We offer two services tailored to your needs as you approach retirement. Our Retirement Audit™ is a quick way to find out if you're on track and help you prepare. The Sovereign Series™ Retirement Plan is a comprehensive in-depth financial plan that provides a roadmap to transition into retirement with confidence. Not sure which service you need? We can help with that too.
This service was designed for those who want to...
- Feel confident and prepared for retirement.
- Know the amount/regularity of income your resources can produce.
- Have control over your financial future and clarity of direction.
Looking for better control over your investment strategy? Align your investment portfolios with your goals using our exclusive Guided Investing™ service. Our comprehensive investment management helps you create a strategic plan, with tailored strategies to optimize and preserve your resources. It starts by identifying your goals and can be personalized for retirement, wealth building, risk management, or multiple objectives. Feel supported and empowered as you make progress towards your financial milestones.
This service was designed for those who want to...
- Feel more confident in their investment decisions.
- Design a strategy to reach planned financial milestones such as retirement.
- Collaborate with a professional to manage risk and monitor performance.
Are you interested in discussing a unique financial situation? If you have any general financial or investment-related inquiries and prefer a collaborative approach to address them, we would be delighted to assist you. Our Hunt Country Hourly Planning™ service offers financial advice on an hourly basis, without minimum asset or income requirements. With tailored recommendations and insights from our experienced professionals, get answers to your questions and valuable guidance.
This service was designed for those who want to...
- Gain clarity on intricate financial situations with professional guidance.
- Make informed decisions on personal finances, investments, or estate planning.
- Access financial advice as needed.
We believe retirement should free you. It all starts with a plan.
Have Questions? Schedule 15-Minute Discovery Call
