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Why Us?
We’re on your team. Whether you choose a transactional or fiduciary relationship, we strive to give you sound, integrated recommendations so you can make optimal financial decisions.
About Us
Our team of knowledgeable professionals and support staff work together to help you make quality financial decisions tailored to your unique financial circumstances and your goals and values.
Our Philosophy
We live out our values, every single day. At Healy Financial, we live by the Healy Spirit, which represents our values. We are passionate team players, who go the extra mile and put our clients, community, and colleagues first.
Our Process
It’s important to us to understand your core values through every step of the process to help guide you where you want to be. Our process includes:
- Goal setting & data gathering;
- Analysis & solution development;
- Communicate recommendations & evaluate implementation strategies; and,
- Review and monitor
Our Services
We are a comprehensive financial services firm dedicated to helping our clients improve their long-term financial success.
Financial Planning
As your financial planner, we provide ongoing investment advice and recommendations for assets based on your values, needs, and objectives. We consider your cash flow, asset protection, education, retirement needs, and major purchases. Fees are based on the complexity of your plan and circumstances.
Investment Advisory
As an investment advisor, we present you with proactive, ongoing investment advice and recommendations. Your portfolio will be individualized based on your time frame, risk tolerance, and investment objectives. Our fee is asset-based, depending on services selected, account size, and your individual needs.
Transactional
In a transactional-based relationship, we offer investment and insurance product education along with needs analysis and recommendations for brokerage accounts and other insurance and financial services products. Within these recommendations, we consider your time frame, risk tolerance, and investment objectives. Our fees are based on sales loads, commissions or compensation based on purchase of insurance products.
Our Team
Learn more about our amazing team of advisors and associates.
Advisors
Financial Advisor/Owner
We make a living by what we get, but we make a life by what we give---Winston Churchill
A native of Atlanta, Georgia...
Financial Advisor/Owner
Born and raised in Minnesota, Randy sought a warmer climate, but always geographically challenged, he migrated only as...
Financial Advisor/Owner
Matt, a nearly lifelong resident of South Bend, graduated from Trinity School of Greenlawn, attended Holy Cross College...
Financial Advisor
Joe, a lifetime Michiana resident, graduated from Trinity School at Greenlawn and the Carlson School of Management at...
Financial Advisor
Nick joined Healy Financial in 2015 with over ten years of experience in financial services. After graduating from...
Financial Advisor
A lifelong resident of South Bend, Christin graduated from Trinity School at Greenlawn and St. Mary’s College. Prior to...
Associates
Administrative Associate
After earning her BA in Economics from Pacific Lutheran University, Rikka began working as an insurance agent for...
Administrative Associate
Linda graduated from Ball State University with her BS in business education. After teaching high school business and...
Administrative Associate
Sara is from Madison, Indiana, and graduated from Saint Mary’s College with a BA in religious studies. Sara has worked...
Administrative Associate
Allie, a graduate of IU South Bend with a B.A. in English and a minor in Spanish, joined Healy Financial in 2018. Prior...
Administrative Associate
Chris joined Healy Financial in 2019 with over 16 years of experience in the financial services industry. Prior to...
Administrative Associate
Megan Sloma joined Healy Financial in 2021 as an administrative associate. Prior to joining Healy Financial, she worked...
