New Dallas Office of Heritage Financial Planning to be headed by award winning financial planner Allison Geiger, CFP®
PRLog - Aug. 31, 2014 - DALLAS -- Award winning financial planner, Allison Geiger, CFP® has been named Managing Director and Head of the Dallas Office at Heritage Financial Planning, a leading Fee-Only Wealth Management firm headquartered in the Dallas/Fort Worth area.
According to Heritage founder Steve Blankenship, CFP®, “Hiring Allison has already set off shockwaves in the fee-only planning community, as this move will be a game changer in our firm, in the DFW marketplace, and in the planning community as well.” Allison was the senior financial planner with the second largest NAPFA fee-only wealth management firm in the Metroplex, having worked her way up through the ranks over the past decade with her previous firm. Earlier in her career, Allison worked in the tax practice at PricewaterhouseCoopers, in both the International Tax and the Expat Tax Groups.
As a proud Texas A&M Aggie, Allison has been a fixture in the fee-only community and has even headed up the communications efforts for the local fee-only planner community.
Allison may be reached at (214) 446-2100 and at http://www.HeritageFinancialPlanning.com
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Allison Geiger, CFP® Named Managing Director of Heritage Financial Planning
August 31, 2014 at 03:09 AM EDT
