HEINZ-DANIEL ASSOCIATES - Key Persons
Job Titles:
- Bookkeeping & Office Manager
Becky Houze has over 35 years with Heinz & Associates, Inc. and Heinz-Daniel Associates, Inc. She has the responsibility of bookkeeping and office management. Becky enjoys baking, crafts and gardening.
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.
Job Titles:
- Szyperski Is President of Heinz & Associates
Heather Heinz Szyperski is President of Heinz & Associates.
Job Titles:
- 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.
William L. Heinz, Jr. founded Heinz-Daniel in 1962 and worked until his death in 2014.
Heinz-Daniel was founded by Bill Heinz in 1962 with the goal of providing premier financial services to businesses and business owners. We are extremely customer oriented and our staff consists of both in-house and affiliated experts designed to give our clients the very best advice and products. Combined we have over 90 years in the industry and our employees have an average longevity of over 19 years.
Bill Heinz started in the financial business in 1948 with his cousin, Al Daniel. They decided to incorporate in 1962 as Heinz-Daniel Associates, Inc. In 1983, Bill Heinz bought out Al Daniel to own 100% of Heinz-Daniel. In 1996, the financial and insurance business separated from the Pension Administration firm creating Heinz & Associates, Inc. and Heinz Investments. Heather Heinz Szyperski took full ownership and management on Charles Heinz's passing in March 2020.