Our Team

Michael Hefner

mhefner@hefnerfinancial.com

CERTIFIED FINANCIAL PLANNER practitioner, Certified Public Accountant (CPA), Accredited Investment Fiduciary® (AIF®), Personal Financial Specialist (PFS), Investment Adviser Representative of Commonwealth Financial Network®

Mike founded Hefner Financial in 1997 in an effort to bring a holistic approach to wealth management. His extensive background provides a unique perspective for his clients. Mike is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER practitioner, has more than 40 years of experience in the public accounting, banking, and insurance industries, and earned a BS from Morningside College in Sioux City, Iowa.

Angela Owen

aowen@hefnerfinancial.com

CERTIFIED FINANCIAL PLANNER practitioner, Investment Adviser Representative of Commonwealth Financial Network®

Angela has been in the investment business since 2005. She is a graduate of Iowa State University with a degree in chemical engineering.

After working in the engineering field for five years, Angela decided to move back to Des Moines and assume a different career path. The investment advisory business has suited her well—pairing her analytical background with her love for people.

David Hefner

dhefner@hefnerfinancial.com

Chartered Financial Analyst®, Investment Adviser Representative of Commonwealth Financial Network®

David joined Hefner Financial in 2008 after graduating from Iowa State University with degrees in finance and marketing.

David's enthusiasm for mathematics and entrepreneurial spirit drove his decision to join the family team at Hefner Financial.

He finds enjoyment in the research and analysis side of the business and looks forward to continuing his education in the financial field in order to provide his clients with the best possible service and advice.

Greg Hefner

ghefner@hefnerfinancial.com

Investment Adviser Representative of Commonwealth Financial Network®