Heidy Dacanay, CRPC®

Senior Client Services Associate

 
  • I love that everyone works together as one team, sharing their knowledge, skills, and experiences.

  • Helping others is very rewarding to me. I am always ready and willing to assist my team and our clients.

  • I enjoy spending time with friends and family. I especially love going to my grandkids’ games/events and seeing them in action.

  • I’m proud to be a mom to my kids, Jasmine & DJ, and a bonus mom to Kaylani & Mylie. They’re all in different stages in their lives and it’s a blessing to see them continue to thrive and succeed as adults.

  • -University of Phoenix, B.S. Business

    -Chartered Retirement Planning Counselor, CRPC®