Who We Are
Viva Financial is an independent, full-service firm whose advisors are focused on providing real-world solutions to your financial challenges.
Our services range from specific investment products to comprehensive financial planning. Whether you are looking to solve a specific issue, or need help navigating your entire financial picture, we can provide professional advice and support.
We are a family-owned firm – our independence is paramount. We are not representatives of a large corporate entity. We are business owners that put your interest first in all situations.
Co-owner, Financial Advisor
Co-owner, Office Manager
Our office manager and client relationship consultant, Heather’s well-rounded work experience includes time within a family-owned company, in home manufacturing, as a preschool teacher, and as an interior designer. As Dan’s counterpart, she excels at crafting a quality service experience for clients.
Heather graduated from The Ohio State University with a bachelor’s degree in interior design. With an eye for detail, she is adept at processing paperwork, scheduling, and helping to ensure all functions within the office run smoothly.
Outside of work, Heather volunteers at her daughter’s PTO and enjoys spending time with her family. During the weekends you will often see the Phillips’ enjoying a bike ride, walking the dog, or staying in for a family game night.