Why it was selected for “CBNation Architects”:
In episode IAM875 of the CEO Chat podcast, host Gresham Harkless interviews Cortney Heykoop, a financial advisor and founder of Cloverleaf Wealth Strategies. Cortney is passionate about financial planning for families in Loudoun County, Virginia, with a focus on the special needs market. Her passion for this market grew after adopting a special needs child 14 years ago and experiencing firsthand the isolation and lack of support parents felt as they struggled with daily challenges and complex issues.
In the interview, Cortney talks about the importance of having a trusted advisor when it comes to
IAM1764 – Advisor Focuses on Financial Planning for Families
