Heather Szyperski is a financial advisor at Heinz Investments with 14 years of industry experience. She holds the ChFC® designation and Series 63 license, and has been with Heinz & Associates since 2011. In addition to her advisory role, she is a licensed insurance agent involved in selling fixed life insurance and annuities. Heinz Investments is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets using a core-and-satellite investment approach that combines passive index funds with selective active holdings, and provides comprehensive advisory services including cash-flow, retirement, tax, estate, and risk-management planning.

Margaret Cargle is a ChFC® credentialed financial advisor with Heinz Investments in Atlanta, GA, bringing two years of industry experience. She has been with Heinz & Associates, Inc., operating as Heinz Investments, since 2014 in various capacities. Heinz Investments serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets through a two-advisor team, offering investment management and advisory consultation with a focus on fundamental analysis and a core-and-satellite asset allocation strategy.