Monique Heinz

Monique Heinz is an experienced financial representative currently with Evershore Financial Group since October 2018, where responsibilities include working closely with clients to secure their financial futures through tailored insurance and investment strategies. Prior to this role, Monique served as a financial representative at Northwestern Mutual for five years, assisting various clients in creating customized financial plans that prioritize tax efficiency and retirement planning. Monique also has experience as a marketing assistant, which solidified a desire to pursue a financial representative career, and began as a registered representative at Financial Planning Investment Group, focusing on portfolio management for clients. Earlier in Monique's career, an operations coordinator position at Palm Beach Gardens Golf Course involved overseeing management and operational duties. Monique holds a Bachelor of Science in Management from the University of Florida, earned in 2002.