Your Money Your Retirement®

Blue Heron Capital Team

"Great things in business are never done by one person. They're done by a team of people."

-Steve Jobs

As a team, we give you our complete attention to focus on your wants and needs with extensive planning and personalized advice. Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As experienced professionals, we can help you with an approach designed to address your individual situation.

Linda Gardner, CPA

CEO, Financial Advisor,   Co-Founder and Co-Owner

Bio

Linda Gardner, CPA

Carl Gardner

CFO, Co-Founder
and Co-Owner

Bio

Carl Gardner

Zach Roberts, IRMAACP

Financial Advisor,
Co-Owner

Bio

Zach Roberts,
IRMAACP

Joel Cavaliere,
CFP​®​

Financial Advisor,
Co-Owner

Bio

Joel Cavaliere, CFP®​

Angie Jesse

Client Services Specialist

Bio

Angie Jesse

Angela Ortiz

Director of First Impressions, Administrative Assistant

Bio

Angela Ortiz

Brooke McCullough

Planning Support Specialist

Bio

Brooke McCullough
Danielle Yoder