Bob Heck, CFP® MBA®

Bob was born in Ellensburg, WA, and after a very brief stint in Vancouver, WA (America's Vancouver), he moved with his family to Olympia. A graduate of Olympia High School, Bob attended Willamette University in Salem, OR. In 2007, Bob received his Bachelor of Arts in English. Prior to graduating he was hired by Willamette as Assistant Director of Annual Giving. In 2009, while continuing to work full-time for Willamette, Bob returned to school. In 2011, Bob earned his Master's in Business Administration from Willamette's Atkinson Graduate School of Management. Soon after, Bob moved back home to Olympia to work on his father's successful congressional campaign. In 2013, Bob joined Kiley Juergens Wealth Management, LLC. In 2018 he became a principal at the firm. And, in 2020 he became a co-owner.

Bob has achieved the designation of CERTIFIED FINANCIAL PLANNER™. As a CFP® Professional, Bob holds himself to a high level of competency, ethics and professionalism as a fiduciary and planner. Bob is a graduate of Leadership Thurston County, a member of the Olympia Rotary Club, past-chair of Olympia’s Hands on Children’s Museum board of directors, past-president of the Willamette University Alumni Association (WUAA) and a former Trustee of Willamette University.

Bob and his wife Sam welcomed their daughter Cameron in 2023. She joins her older brother Kalani and two gold retrievers (Winnie and Bella). They live in Southeast Olympia. When not at home in Olympia, you can find everyone at the family cabin on Mason Lake.