“It has been a privilege to have Oliver Heimann as my Financial Advisor for over a decade. I value his personable approach and his clear expertise in my financial planning. He is someone who really values client relationships. He is very personal and genuinely cares about you as a person. He works hard to offer the best suggestions for you and then clearly explains his suggestions which is something I really appreciate. He has become more than my financial advisor and someone I consider a trusted friend.”