Rampart Wealth Advisors is a collaborative organization built on two solid financial firms: Miceli Financial Planning and David B. Heinz, CFP®. The two companies have blended over six decades of successful experience to support a formidable, personalized process – Mapping Your Pathway Plan™ – designed specifically to build and safeguard your wealth.
Dave Heinz, CFP
Dave earned his Bachelor’s Degree from Duke University in 1974, and spent the first 21 years of his career in corporate America (primarily with AT&T). He established his founding financial planning firm in 1995, which focused on developing and implementing long-term financial strategies for high net worth clients. Dave completed his Certified Financial Planning™ education from the College of Financial Planning in 1998, and obtained his Certified Financial Planner™ designation the same year.
Nick Hatfield, CFP
Nick joined the founding firm of Miceli Financial Planning in 2012, and has since served as the primary financial planner for the firm’s clients. Mentored by his friend and partner, Salvatore Miceli, Nick’s specialties include a coalescence of technological and practical solutions for retirement planning, college funding planning and investment and portfolio management.
Nick has a bachelor’s degree in engineering from the Colorado School of Mines. He completed his Certified Financial Planner™ education from Northwestern University. In 2015, Nick obtained his Certified Financial Planner™ certification. He is a member of the Financial Planning Association.