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

President

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

Vice President

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.

Together, we can assess where you are and map out a Pathway Plan to get you where you want to be. The Pathway Plan begins with our free Pathway 360 assessment.

This web site, RampartWealthAdvisors.com is only intended for clients and interested investors residing in states and countries in which Rampart Wealth Advisors is qualified to conduct investment advisory services. Rampart Wealth Advisors is a Colorado-based investment advisor.  Rampart Wealth Advisors 's website is limited to the dissemination of general information pertaining to its investment advisory services.   Rampart Wealth Advisors may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Please contact Rampart Wealth Advisors  at 303-948-5789 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Rampart Wealth Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Rampart Wealth Advisors representative, who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

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