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Heather Szyperski CLU, ChFC
Account Manager
Heather Szyperski graduated from The Westminster Schools in 2002 and received a Bachelor of Science in Mathematics, Cum Laude, with honors from the University of Georgia in 2006. She has completed her Chartered Financial Consultant and Certified Life Underwriter designations from The American College in Bryn Mawr, Pennsylvania.
Heather entered the business in 2006 as an Internal Wholesaler with Jackson National Life, where she completed courses in IRA distributions, Charitable Remainder Trusts, Credit Shelter Trusts, Annuity Titling, and 72 (t) and (q) distributions. She joined Heinz & Associates as the third generation in 2008. Heather lives in Smyrna with her husband, Bobby, and golden retriever, Addy.
Memberships and Associations
- Member, National Society of Collegiate Scholars
- Member, Delta Epsilon Iota Academic Honor Society
- Elder, Trinity Presbyterian Church
Honors
- Graduated Cum Laude, with Honors from the University of Georgia
- Finalist for Internal Wholesaler of the Year at Jackson National Life
Maggie Cargle, ChFC
Registered Investment Advisor
Maggie has over 9 years of experience with Heinz & Associates, Inc. She has completed her Chartered Financial Consultant designation and is currently working on her Certified Life Underwriter designation from The American College in Bryn Mawr, Pennsylvania. She received a Bachelor of Arts in Sociology from the University of Georgia in 2009. Maggie enjoys reading, volunteering, and spending time with family.
Becky Houze
Bookkeeping & Office Manager
Becky Houze has over 28 years with Heinz-Daniel Associates, Inc. She has the responsibility of bookkeeping and office management. Becky enjoys baking, crafts, and gardening.
Charles Heinz, CLU, ChFC, MSFS, LUTCF
1956-2020
Charles Heinz was an Atlanta native who received a Bachelor of Arts degree, Cum Laude, from the University of Georgia. He continued his education through the Life Underwriter Training Council, 1979; acquired his Chartered Life Underwriter designation, 1981; Chartered Financial Consultant designation, 1983; and Masters of Financial Services from the American College in Bryn Mawr, Pennsylvania, 1988.
Mr. Heinz entered the business in 1978 with the Mattingly Murdock Agency. In 1983, he joined Heinz-Daniel Associates, Inc. and founded Heinz & Associates in 1996.
Mr. Heinz passed away in March of 2020 from Metastatic Prostate Cancer. He is survived by his wife, Patti, two daughters, Heather Heinz Szyperski and Brooke Heinz Chaplain.
William L. Heinz, Jr. (1925-2014)
Founder
William L. Heinz, Jr., founded Heinz-Daniel in 1962 and worked until his death in 2014. He hired Jack Fasse in 1976 and Alli Gaffney in XXXX to help with the growing business. Because of his foundation, Heinz-Daniel administers over 300 plans but maintains the same personal touch.