Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC, holding a Series 65 designation. He has worked in the industry since 2008, with prior experience at Envision Capital Management for 12 years and independent ticket brokerage for three years. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by modern portfolio theory, employing model portfolios and accommodating client-imposed investment restrictions.