Heather Seward

Heather wears many hats, but her primary role is serving as our senior operations professional.  She has worked in the wealth management profession on our team since 2005.

In addition to operations, Heather is responsible for our day-to-day client service duties, manages our social media, oversees our technology platform and performs too many other tasks to mention.

Her knowledge and experience concerning operations, compliance regulations, insurance and administration matters serves as the backbone of our practice.

Heather earned a degree in computer information systems from SUNY Delhi.  She hails from Baltimore and lives with her children in York.

When not at work you will find her traveling to see live music or lounging by the pool, weather permitting of course.

Heather holds a Series 6/63 securities registration as well as life/health insurance licenses.