Heather is the Vice President of AGFS and has been guiding clients in the financial services industry since 2004. She specializes in assisting families with Wealth Management, Financial Planning, Special Needs Planning, Estate Planning, and Tax Planning. She holds an MBA with a concentration in Finance from SUNY Institute of Technology and a BA from Syracuse University/Utica College. She has her CFP® designation, is a registered General Securities Principal (Series 24), and holds her Series 7 and 66 registrations as well as her NY Notary Public registration, Life, Accident & Health licenses and the NYS and MA Partnership certifications. Outside of work, Heather enjoys time with her husband Dave and their children, Ariana and James. As the parent of a special needs child she is very involved in the local special needs community and is a member of the Academy for Special Needs Planning. She’s an avid runner and also loves kickboxing, painting, and hiking.

Locations:  

2508 Genesee Street, Utica, NY 13502 (Main Office)

4914 West Genesee Street Suite 104, Camillus, NY 13031 (Local Office)

Firm Description

Locations:  

Main Office - 2508 Genesee Street, Utica, NY 13502

Syracuse Area (Local Office) - 4914 West Genesee Street, Camillus, NY 13031

Hours

Cost