Heather has been helping clients in the financial services industry since 2004 and focuses on working with state and public employees and with small businesses. Heather is a member of CLASS Advisors, a division of Advanced Group Financial Services with Advisors trained in the unique needs of Classroom Leaders, Administrators and Support Staff of NYS Public School Employees. She has her MBA from SUNY Institute of Technology and her BA from Syracuse University/Utica College. Heather has her Series 24, Series 7, and Series 66 registrations, as well as her Life, Accident & Health licenses and NYS Partnership certification. She is also a registered NY Notary Public and was most recently authorized by the Certified Financial Planner Board of Standards (CFP Board) to use CERTIFIED FINANCIAL PLANNER™ AND CFP® certification marks in accordance with CFP Board certification and renewal requirements.
In her free time Heather enjoys spending time with her husband Dave and her children Ariana & James. She is an avid runner and also enjoys kickboxing, yoga, painting, hiking, and traveling.
For more about CFP Board, visit www.CFP.net.
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