Edward Jones - Financial Advisor: Erik Heller

06/01/2026

I’ve been thinking a lot about generational advising. Having a 10 month old will help think beyond myself and my wife when we prepare for the financial future.

As a financial advisor I work with clients to get them to “the finish line.” However many clients are thinking beyond just their life span. There’s a great quote I use often “it’s said you die twice. The first time is your last breath and the second time is the last time somebody mentions your name.” We’re discussing what can extend their “second life.”

If you’re looking at streamlining your financial future, and thinking about what you can do to enhance your legacy after you’ve moved on let me know! Reach out and we can discuss strategy!

05/13/2026

For ten years, I stood in front of a classroom as a 5th grade math teacher.

Now I sit across the table from families as a financial advisor.

At first glance, those careers may seem completely different. But honestly, the longer I do this work, the more I realize teaching prepared me for this profession in ways I never expected.

Teaching taught me that every person learns differently. Some people want every detail. Others just want to understand the “why.”
Some people are confident with numbers. Others have spent years feeling intimidated by money conversations.

In education, success was never about talking at people. It was about meeting them where they are, building trust, and helping them feel confident enough to move forward.

That same mindset shapes the way I approach sitting across from clients today.

People don’t need to feel judged because they started late.
They don’t need complicated jargon or a lecture.
Most people simply want someone who will listen, explain things clearly, and genuinely care about their goals and concerns.

The best teachers know relationships come before results.
I believe the same is true in financial advising.

Whether someone becomes a client or not, I want people to leave conversations with more clarity, more confidence, and a better understanding of their financial life than they had before.

I may not be in a classroom anymore, but in many ways, I still consider myself a teacher.

05/11/2026

This weekend I saw a lot of students graduating from college, including several of my former students. It was a fun (and slightly humbling) reminder that time really does move quickly.

Watching so many people stand at the starting line of their careers got me thinking. If I could share a few pieces of perspective I’ve picked up over the years, both professionally and financially it would be this:

When you’re job hunting
1- One resume rarely fits every role. Taking the time to tailor it can make a real difference.
2- Don’t underestimate the value of conversations. Reaching out to people for insight, perspective, or encouragement can often lead to unexpected opportunities.
3- Most people don’t step straight into their “dream job.” Instead, think about the path that leads there and the early roles that help you build skills and relationships along the way.
4- Confidence matters. In interviews, focus on what you’ve learned, what you bring to the table, and how you can contribute going forward.

Once you have a job
1- Your work is important, but it doesn’t have to define your entire identity. Make space for hobbies, relationships, and interests outside of work.
2- Stay curious and keep learning. Growth often comes from small, consistent efforts, whether that’s internal training, local events, or independent learning.
3- Pay attention to burnout. Early effort can create momentum, but sustainability matters just as much as ambition.

Financial perspective
1- Having clear goals can help guide decisions and priorities.
2- Learning from people a few steps ahead of you can be invaluable. Their hindsight can offer clarity you can’t yet have.
3- While early careers are full of upside, it’s worth thinking about resilience too, being prepared for the things you don’t see coming.

Above all, this is an exciting season. You’ve worked hard, you’ve reached a milestone, and you have a lot of run ahead of you. The world is wide open, go make the difference you want to see.

04/27/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4mV1wmc

04/01/2026

We were honored to be joined by Lisa Luster, Executive Director of the JC Home Builders Association.

She discussed the benefits of finding a vetted member when it comes time to do any work on your house. We also learned about the benefits of pulling permits and the liability (or lack of) that comes with permits.

We hope you’d join us this Thursday, noon at the Eastman Road Food City for our next meeting!

03/19/2026

I’ve been meeting with more and more young people lately. They often come to me for financial advice, but when we start talking about their careers and long‑term goals, it usually surprises them. Many assume my work is only about managing their investments, without realizing they are their greatest investment.

The advice I share most often is something I wish someone had told me right after college: It’s easy to chase money, power, or influence. But truly successful people chase fulfillment and excellence.

If you find a role that brings real fulfillment (and yes, it still has to pay the bills) and you commit to becoming exceptional at your craft, the money, influence, and opportunities tend to follow.

At 39, after making the leap from elementary education to financial advising a few years ago, I’m finally in a place where I feel content and genuinely fulfilled.

If you’re trying to find that same sense of purpose and alignment in your career, I’d love to help you get there.

Send a message to learn more

01/16/2026

Teachers deserve a financial advisor who actually gets them—and that’s why so many of my clients are educators.

Before becoming a financial advisor, I spent 10 years in the classroom. I understand teachers’ pay schedules, pensions, summers off (financially speaking), and the constant pull between caring for others and putting yourself first. I believe that background makes a real difference.

What sets me apart isn’t just the numbers—it’s the relationship. I want to take the time to listen, explain things in plain English, and help teachers make confident decisions without pressure or jargon. Whether it’s retirement planning, balancing debt, or simply getting organized, I will meet you where you are and walks with them every step of the way.

If you’re a teacher looking for guidance from someone who’s been in your shoes and genuinely wants to help, I’m the advisor you should reach out to! (276)469-8476

01/08/2026

One of the most common resolutions at the start of the year is "I want to save more."

Whenever I hear that from somebody, I tell them a quote I really enjoy; "A goal without a plan is just a wish." However, I love to sit down with people and put a plan in place.

So if you have a goal to save more, or to not live paycheck to paycheck, or to find a way to set money aside for retirement shoot me a message. I'd love to find out what your goal is and help you achieve it!

Send a message to learn more

12/20/2025

There is not much better than this time of year!

When you’ve got a little grinch it becomes truly magical!

10/28/2025

All these college football coaches are receiving insane buyouts to no longer coach their team. If I were in the position of one of these coaches who just got a massive windfall here is what I would do;

1- Make sure I get my agent an incredible Christmas and birthday gift every year for the rest of my life. My agent got me the contract that paid me to not coach, so they should be rewarded!

2- Make 3-4 half-hearted calls to other programs, because I believe all of these buyouts have off-set clauses so I have to make it look like I'm trying to find a position. I never truly give it my all, so nobody ever hires me. (Or I put on a terrible fake Louisiana accent like one particular coach did.)

3- Tell my wife we never have to work another day again. Kick back, enjoy my couch. Travel a little. Watch other coaches who are stressed out about whether they win enough to stay employed.

Oh, you thought this was going to be financial advice? Nah. At that level, working with somebody such as myself is a necessity. So if you ever get a multi-million dollar windfall, feel free to give me a call.

If you want to build wealth the realistic way, saving diligently, staying disciplined in your spending, making sure you're utilizing the right tools. I would highly encourage you to reach out! (423)782-0081

Send a message to learn more