Meet the Team | Waypoint Wealth Group

Meet the Heller-Zimmer Team

The Heller-Zimmer Team

Kyle and Mitch represent the Heller-Zimmer Team. Together they provide a wide range of financial planning, investment, and retirment advice. Whether you are a current client of ours or you are just starting out on your financial journey, our aim is to help each client achieve their own personal financial goals. Just like a waypoint on a map, there are many paths to reach your destination, and we want to guide you on that journey.

Kyle Heller, CFP®

Founding Partner | Wealth Advisor

651.351.3776

kyle@waypointwg.com

Mitch Zimmer

Wealth Advisor

651.351.3776

mitch@waypointwg.com

Haley Shea

Practice Coordinator on behalf of Kyle Heller & Mitch Zimmer, Wealth Advisors

651.351.3776

haley@waypointwg.com

Denise LaFontaine

Practice Coordinator on behalf of Kyle Heller & Mitch Zimmer, Wealth Advisors

651.351.3776

denise@waypointwg.com

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