Let us help you with your estate and financial planning!|info@heinzdaniel.com
Our Team 2017-06-26T16:26:37+00:00
Charles Heinz, , CLU, ChFC, MSFS, LUTCF
Charles Heinz, , CLU, ChFC, MSFS, LUTCFPresident, Heinz & Associates, Inc.

Charles Heinz is 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 has been accepted in the elite Form400 association, who are a group of some of the most successful financial advisor in the country who unselfishly share ideas. As a member of this group, Mr. Heinz is aware of emerging trends, competitive intelligence and innovated client solutions.

Mr. Heinz resides in Vinings with his wife, Patti, where they raised two daughters, Heather and Brooke.

Membership and Associations:

  • Past Member, Forum400
  • Director and Member, Atlanta Association of Life Underwriters
  • Past President and Member, Insurance and Financial Planners of the Sotheast
  • Life Member, Million Dollar Round Table
  • Member, Atlanta Estate Planning Council
  • Member, Atlanta Chapter of the Society of Financial Service Professionals
  • Member, Vinings Rotary
  • Accredited Estate Planner, National Association of Estate Planning Councils
  • Member, Estate Planning Section of The Society of Financial Service Professionals
  • Elder, Trinity Presbyterian Church

Honors:

  • Most Outstanding Student in Risk Management, University of Georgia, 1978,
  • Past director of Atlanta Association of Life Underwriters,
  • Past president of Life Leaders of Georgia,
  • Rotary Race Chairman, Vinings Rotary
Heather Szyperski, CLU, ChFC
Heather Szyperski, CLU, ChFCAccount 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.

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 University of Georgia
  • Finalist for Internal Wholesaler of the Year at Jackson National Life
Becky Houze
Becky HouzeBookkeeping & 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.
Maggie Cargle
Maggie CargleRetirement Plan Assembly Coordinator
Maggie has over 1 year of experience with Heinz-Daniel Associates, Inc. She supports Stacey Richard. Maggie enjoys reading, volunteering, and spending time with family.
Alli Gaffney
Alli GaffneyThird Party Administrator
Alli has over 16 years of pension administration business. Twelve of these years she was an assistant to Jack Fasse with Heinz-Daniel Associates, Inc. Alli enjoys baking and sports with her two boys.
Barrie Empie
Barrie EmpieThird Party Administrator Assistant
Barrie has over 21 years with Heinz-Daniel Associates, Inc. She supports Alli Gaffney.
William L. Heinz, Jr. (1925-2014)
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.