Jan Heaman

Jan Heaman, CFP®, CLU®, CExP® is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as a Senior Financial Planner in Private Wealth Management at UMB Bank since August 2016, Jan previously worked at OPTIMUM Wealth Management / Krilogy Financial as a Financial Planner from July 2013 to August 2016. Earlier roles include Financial Advisor positions at Pension and Retirement Services/K.W. Chambers and A.G. Edwards from April 2007 to June 2013 and November 2003 to March 2007, respectively. Jan holds a Bachelor's degree in Psychology from Maryville University of Saint Louis and has further education from the College for Financial Planning and The American College of Financial Services.