Lois Heaphy is a financial advisor at Heaphy Investments, LLC with 17 years of industry experience. She holds a Series 65 designation and serves as president of Executive Administrative Services, Inc., a company that provides bill paying and tax return preparation services. Lois also acts as trustee or co-trustee for several clients. Heaphy Investments, LLC is a fee-only registered investment adviser offering discretionary portfolio management to individuals, trusts, retirement plans, estates, charitable organizations, and business entities. The firm develops personalized investment policies and employs a blend of fundamental and technical analysis with both long- and short-term strategies.

Edward Heaphy is a financial advisor at Heaphy Investments, LLC with 16 years of industry experience. He has been with Heaphy Investments since 1989 and also provides private trustee services as a self-employed activity. Heaphy Investments, LLC is a fee-only independent registered investment adviser offering discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm develops individualized investment policies using fundamental and technical analysis and also coordinates trust administration and tax/executor support through affiliated businesses.