About

Heather Deaton is a wealth advisor at Ellenbecker Investment Group. She works with clients to identify their goals and navigate their financial journey with confidence and conviction. Heather takes a collaborative and educational approach with a bit of humor. Throughout her career, she has grown her passion for relationships, client experience and commitment to service, while leveraging her industry knowledge and strengths. Heather is an enthusiastic cheerleader for local nonprofits and small businesses in the greater Milwaukee area.

Heather graduated with a Bachelor of Arts in Economics from UW-Eau Claire. She holds her Series 65 and is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds her CSRIC™ designation for a focus on socially responsible investing.

Heather was named Corporate Volunteer of the Year in 2023 at Milwaukee BizTimes Media’s Nonprofit Excellence Awards. She is president of the Fondy Food Center board of directors, a member of the Wauwatosa Sustainability Committee and a trained Stephen Minister with St. Matthew’s Lutheran Church.