MINNEAPOLIS--(BUSINESS WIRE)--Elizabeth L. Heffernan has joined Hueler Income Solutions® as Managing Director of Business Development responsible for growing overall business, creating new initiatives, and ensuring a robust client-facing capability that advocates for and delivers personalized lifetime income to individuals.
Elizabeth has over 20 years of experience at Fidelity Investments, most recently as Vice President of Investment Consulting, with prior roles in sales, marketing, employee education and product development. Elizabeth is a well-known and respected thought leader in the retirement income arena who brings significant experience, including product development in both Retirement Income and Fixed Return/Stable Value products. Prior to joining Fidelity, Elizabeth worked in the employee benefits and compensation areas at Northwestern University and First Colonial Bankshares. She earned a Bachelor of Arts from the University of Iowa, holds NASD Series 6, 7, 63, and 24 licenses and is a Certified Employee Benefits Specialist and a Certified Financial Planner.
“Elizabeth’s passion for building lifetime income alternatives for participants and wealth of experience across the defined contribution marketplace is a powerful combination and makes her a significant asset to our growing company,” said Kelli Hueler, Founder and CEO, Hueler Companies. “We are thrilled to have Elizabeth on board.”
About Hueler Companies, Inc.
Hueler Companies, Inc. and its affiliates (together, Hueler Companies) located in Minneapolis, Minnesota, was founded in 1987 as a consulting/data research firm. The firm is now recognized as a leading technology and research firm offering key resources for the analysis, selection, and implementation of stable value and annuity products.
In 2004 Hueler Investment Services, Inc. launched the groundbreaking Income Solutions® platform, a web-based lifetime income annuity purchase system. The platform was designed to facilitate creation of lifetime income for transitioning investors. Today the Income Solutions® platform is widely adopted by employers nationwide and made available to thousands of individual investors through Hueler Companies’ unique non-exclusive partnerships with leading financial service firms, 401(k) providers, and advisor networks.