Heather Dunfey

Heather manages our various investment programs and client accounts.  She has earned the nickname, “Radar O’Reilly”, always striving to be on top of all our business and client needs.  Heather has over 30 years experience in the financial industry.  She currently holds FINRA Series 7 and 63 registrations.  

If you have any questions or concerns regarding your investment accounts, you can feel confident in reaching out to Heather.  She will work diligently in solving any issue you might have or getting you the assistance, you need.

When she’s not in the office, you will most likely find Heather planning her next vacation destination, or hanging out with her nephews and cocker spaniels.