Our Team

Kimber Heaton, CFP® After graduating with a degree in Business and Finance in 1992, Kimber accepted a position with Fidelity Investments and later spent more than ten years as an Investment Officer in the investment division for a...

Mitch Mortensen manages the St. George office of Heaton Financial. Mitch graduated with a Bachelor's degree in Civil Engineering in 2000. Prior to becoming a licensed investment advisor, Mitch enjoyed a successful career as a civil and...

Mary Foremaster is the advisor assistant at Heaton Financial. Mary worked at Zions Bank for 15 years as a financial service representative, Customer Service Manager, Operations Officer, and Assistant Vice President. Mary assisted in...