Barbara Heen

Recommendations

• ⭐⭐⭐⭐⭐ via linkedin

  Barb was initially a professional business partner of mine. She is intelligent, thorough, detail oriented, forward thinking and very good with people. As of recent, her attention and experience has been an asset while assisting my elderly parents transition their farm into a family trust. Her common sense approach was very much appreciated during what can be a potentially stressful experience.

• ⭐⭐⭐⭐⭐ via linkedin

  Over the past five years, Barbara and I have worked as a team to support clients she referred to the Community Foundation and in her role as a content expert to the Foundation. I continue to be impressed by her top notch, comprehensive service to her clients and the community at large. Her knowledge base is extraordinarily high, her follow through showcases a unique bandwidth to bridge her clients needs to other relevant professionals or non-profits and secure customized solutions that make a real difference for everyone concerned. She has jumped into being an engaged member of our business community as well. We have all benefited from Barbara's commitment to philanthropy, to her practice and to our community.

• ⭐⭐⭐⭐⭐ via linkedin

  Barbara is an outstanding human being. She went above and beyond for my wife and I on multiple occasions to handle our legal affairs over the years, and we just cannot say enough about this lady. Whoever hires her will get an extremely passionate and dedicated person who can move mountains when necessary. We are so proud to call her our friend!

• ⭐⭐⭐⭐⭐ via linkedin

  As a CERTIFIED FINANCIAL PLANNER(TM) practitioner, I spend many hours with clients helping them with their financial plans. I have recently been introduced to Barbara and I am pleased to see how she operates as an attorney. She is very thorough with clients in explaining to them what estate planning is, and then by asking questions of the client she is able to draft the appropriate legal documents to meet her client's goals. In the complex financial world today, it is uncommon to find someone who cares and wants to take time to make sure the client's best interest is put first. Barbara does that!

• ⭐⭐⭐⭐⭐ via linkedin

  Barbara has an excellent understanding of the legal, tax and financial needs of her high net worth clients. She is detail oriented, has her clients' best interest in mind, and offers creative solutions. Because she is so pleasant to work with, I would often find ways to team with her as often as possible! Thanks Barbara