L. Jane Heist

With an extensive career helping people plan their financial affairs including investments, income tax, and trust and estate tax, Ms. Heist joined PacWest Financial Management in January 2006.
Upon graduating, Ms. Heist served as tax manager for two large CPA firms.
She then developed her own practice specializing in financial and consulting services and strategic tax planning.
One of the advantages of many years of financial advising has been exposure to a wide range of businesses and individuals.
This provided ample opportunity to become an efficient analyst and problem solver.
Ms. Heist co-founded and is Past President of Investquest Partners, an organization of professional women under the auspices of the National Association of Investment Clubs.
Currently a member of the Scottsdale Healthcare Foundation Financial Health Advisors, she has also served on the Boards of St. Paul’s Preparatory Academy and Wayland Family Centers.
She also served as a Director of the Arizona Episcopal Schools Foundation.
Ms. Heist is licensed to practice as a Certified Public Accountant in both Arizona and Colorado.
She is a member of the American Institute of CPAs, the CFA Institute, Central Arizona Estate Planning Council and the Western Pension and Benefits Conference.