Meet Ciara
Ciara is a Wealth Advisor for Heritage Financial & Investment Services. In this role, she dedicates her time to helping individuals and families make confident, informed financial decisions to align their long-term goals and values. Ciara is passionate about serving the community in which she grew up in and currently resides.
In 2025, Ciara became a CERTIFIED FINANCIAL PLANNER® professional, adhering to the highest standards of ethics and fiduciary responsibility in the industry. She also holds her Series 65 license and is a member of the Financial Planning Association. The comprehensive financial planning approach focuses on insurance, investment management, tax efficient strategies, retirement planning and estate planning to assist clients. Over her four years in the business, Ciara continues to strive for clear communication, education, and proactive services to form lasting relationships.
Ciara received her Bachelor of Science degree in Biology from Muskingum University. She serves as the Vice President of the Monroe County 4-H Committee and volunteers as a Cloverbud Advisor for the Cross County Classics 4-H Club.
Outside of the office, Ciara enjoys family time, turkey hunting with her husband, Tyler, and raising and selling club calves from the family farm.
