Bob Heck, CFP® MBA®

Wealth Advisor/Principal

2409 Pacific Ave SE
Olympia, WA 98501

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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, and has just completed two terms as Chair of Olympia’s Hands on Children’s Museum where he now serves as Past-Chair. Bob is the current Vice-President of the Willamette University Alumni Association (WUAA). On July 1, 2022 he will step into the role of President of the WUAA.

Bob and his wife Sam welcomed their daughter Cameron Grace in 2023. They live in Southeast Olympia with their 10-year-old son (Kalani), and their two golden retrievers (Winnie and Bella). When not at home in Olympia, you can find everyone at the family cabin on Mason Lake.