Jama Lynn DeHeer CDFA®, CFP®, CRPC®

Regions Bank

1334 W Crystal Drive
Fortville IN 46040

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As a financial advisor, Jama is dedicated to helping her clients achieve their financial dreams by providing customized financial solutions based on their unique circumstances. She brings to this position over 15 years of extensive experience in comprehensive financial planning and wealth management.

Jama specializes in providing family law attorneys and their client’s financial analysis designed to assist in negotiating an equitable divorce settlement. Her analysis helps clients understand the financial impact of each settlement offer and provides post-divorce financial solutions. Jama is dedicated to providing her clients with clear and actionable financial strategies, giving clients peace of mind and helping to secure their financial future.

Jama provides written financial analysis and recommendations in the following areas:

  • Divorce Planning

  • Cash Flow & Budgeting

  • Retirement Planning

  • Asset Allocation & Wealth Management

  • College Planning

  • Estate Planning Professional

Affiliations: Financial Planning Association &  Member Institute for Divorce Planning

Member Community Involvement: Volunteer Income Tax Preparation, VITA & Chapel Rock Christian Church, Member

Education: Bachelor of Science in Business Management, Indiana University


  • Certified Financial Planner, CFP®

  • Certified Divorce Financial Analyst®, CDFA®

  • Chartered Mutual Fund Counselor, CMFC®

  • Certification in Long-Term Insurance

  • Securities License 7, 63, 65

  • Life Insurance, Health and Variable Annuities

To discuss how Jama can help you with your financial needs, please contact Jama DeHeer at 317-840-2455 or jamadeheer@gmail.com

CFP,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.