Heather Duhon is an independent financial professional with a passion for helping others thrive. Before joining Strategic Planning Group, she transitioned from attending USC and the Information Technology field into the worksite insurance space, where she gained invaluable experience in employee and executive benefits. Today, she builds on that foundation to serve business owners and high-net-worth individuals—specializing in advanced insurance planning strategies that protect, preserve, and transfer wealth with confidence.
Insurance Licensed in SC, NC, CA, and NV, Heather is strategically expanding her practice with a long-term vision of building a nationwide presence. She is recognized for connecting clients with her extensive professional network and collaborating with seasoned professionals, ensuring clients benefit from both her experience and the collective strength of trusted partners—all while she continues to advance her own certifications in complex planning.
Heather’s dedication to this work was inspired by a close relationship with her grandfather, who served his maximum term as mayor before founding his own financial services agency. Watching the lasting impact he had on his community which is now one of the sought after cities to live in the country has instilled in her a deep appreciation for helping secure prosperous futures. Beyond her practice, she is committed to community impact and financial education, empowering future generations to build wealth and live with purpose."
Heather Duhon is not registered to offer securities and/or investment advisory services and is Insurance Only licensed.