Eric Heus

RICP®
Partner, Senior Wealth Advisor

Meet Eric

Eric Heus is a Partner, Senior Wealth Advisor based in Green Bay, Wisconsin with 30 years of experience in the field.

From early on in his professional career, Eric realized that being able to make a positive difference in the lives of others and witness the results would be the most rewarding part of his profession. As one of the founding partners of Harbor Wealth, his responsibilities include helping establish the team vision for providing the highest level of client service, as well as guiding clients through the wealth planning process to help simplify their financial lives.

Eric has fond memories attending the University of Wisconsin Eau Claire while earning a bachelor’s degree in Finance and associate degree in Accounting. Eric has more than 20 years’ experience as part of a financial advisory team. Eric has a passion for education, but believes that the life lessons he has experienced as a business owner exceed those taught in the classroom. His entrepreneurial experience and knowledge provide a continuous contribution to the design of Harbor Wealth.

Eric and his wife, Tangee, have a wonderful daughter, Ali, and one dog. He enjoys family vacations to Mexico, Disney World and Oregon (Eric’s sister lives in Portland). Often Eric and Tangee are involved in Ali’s calendar of activities. When time allows, Eric enjoys golfing, hunting, and cheering on the Green Bay Packers and Wisconsin Badgers.

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 30 years financial industry experience
  • 17 years with Harbor Wealth Management
Education
  • BS University of Wisconsin-Eau Claire
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • RICP®

Harbor Wealth Management

727 Cormier Road
Suite 101
Green Bay, WI 54304
(920) 434-5310