The News You Need To Know | December 2017
Vivian Heinzman is Retiring
After over 17 years with Personal Wealth Advisory, Vivian Heinzman has decided to retire. Although her initial responsibilities were focused on helping Alan’s clients, over the years her role expanded to include technology, and she became a valued resource for all clients. For the past two years, she has worked part-time on special projects.
Although we will miss her, we are happy for Vivian as she moves into the next phase of her life. She looks forward to traveling (preferably someplace warm!) to visit friends and family.