Heather Renfro, CLU®

Vice President

Heather is one of the founding Partners and Vice President of Prevail Innovative Wealth Strategies. Known as an industry disruptor, Heather specializes in out-of-the-box strategies to transition clients from investments based on traditional financial theory to a plan that creates wealth, provides a tax-free asset for income or savings and delivers a lasting family legacy. Heather believes most advisors and clients focus too much on the accumulation/saving phase of life and fail to plan for efficient income distribution when it’s needed most.

There are two critical aspects of Heather’s professional life. First, she has dedicated her career to working hand-in-hand with clients delivering holistic financial advice and legacy planning. Second, it has all been with one organization. With over 20 years of experience in the financial services industry, Heather’s passion is educating clients on diversification and risk protection strategies. She continually strives to innovate the delivery, product and process in which Prevail engages with clients. The loss of her mother at a young age is the driving factor behind Heather’s message on the importance of protecting your family.

Heather is one of the primary architects for Prevail’s core strategies, an award-winning, perennial industry leader and was featured as an author in Advisor Today magazine. Heather’s passion for helping people led her to obtain her Chartered Life Underwriter (CLU), the oldest designation offered since 1927 by The American College of Financial Services.

She attended The University of Kansas and loves KU football and basketball. Her free time is often spent in the bleachers watching her son, Caden play baseball. Heather and Caden also enjoy golfing and fishing together. They call The Village of Loch Lloyd, MO home.