Gibson Capital | Wealth Management in Lakewood, CO

Heather Schreiber brings over 30 years of financial services expertise, with a distinguished career that includes roles at Franklin Templeton, AXA Advisors, and Truist. Specializing in tax-efficient strategies, trust and estate planning, and Social Security optimization, Heather excels at simplifying complex financial concepts to empower clients. As a recognized educator and recipient of NAFA’s Pillar Award for Outstanding Contributions in Annuity Education, she is dedicated to advancing knowledge in retirement income strategies and multi-generational planning.

The information provided herein is the exclusive property of Gibson Capital, LLC. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.© 2025. Gibson Capital, LLC.

Disclaimer: Advisory services are offered through Portfolio Medics. Views expressed by Gibson Capital are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not a guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold, or recommended for clients. Stated information is derived from proprietary and nonproprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy, or reliability. The firm also assumes no duty to update any information in this presentation for subsequent changes of any kind.

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Heather Schreiber

IRMAACP™, RICP®, NSSA®

Tax, Trust, and Social Security Expert

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