Heather J. Arlen

I am driven by the opportunity to make a tangible, positive impact on people’s lives. Financial planning goes beyond numbers—it's about helping clients secure their livelihoods and reach their goals. The chance to continuously learn and grow within this vast industry motivates me every day.

My entrepreneurial journey began with Arlo and Joy, a women’s accessories boutique I co-founded with my mom. This family business was my training ground, where I self-taught digital marketing, customer engagement, and entrepreneurship. I learned what it takes to build and run a successful business, honing my people skills and gaining invaluable experience in branding and operations. Following Arlo and Joy, I worked at United Airlines as a flight attendant, which further strengthened my interpersonal and problem-solving skills. I later founded McLil Creative Media LLC, a digital marketing agency focused on helping businesses shine through branding and strategy. These experiences have provided me with a well-rounded skill set that I bring to the financial planning space.

Growing up with my dad's decades-long career in finance, I witnessed the profound impact financial planning can have on individuals and families. When the opportunity arose to join his practice, I knew it was the perfect chance to combine my strengths in technology and communication with his extensive expertise. Together, we aim to elevate the business, creating a modern, client-focused approach to financial planning.

Beyond the office, my days are rooted in simple pleasures—morning yoga, a perfectly whisked oat milk matcha latte, and long walks with my Cavapoo, Lily. I love discovering live music, planning my next getaway, and filling my life with intentional experiences surrounded by the people I love.