Heather Dunfey

Investment Operations Manager

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 been with Lincoln Financial Advisors (LFA) since 1993.  She currently holds FINRA Series 7 and 63 registrations.  Her previous field office positions have included Financial Planning Coordinator and Investment New Business Associate.  Heather is a member of the LFA AAO Staff Council.  As a member she works with other staff members across the country to assist LFA in improving business systems.

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 most likely will find Heather planning her next vacation destination, hanging out with her nephews and cocker spaniels, or cooking up something delicious in the kitchen.

Phone 585-350-7241