Heather Hawley
President and Founder/Financial Planner
Heather is the founder and President of Cornerstone Planning Group, Inc. and has been helping clients in the financial services industry since 2004.
She specializes in assisting families with Wealth Management, Financial Planning, Special Needs Planning, Estate Planning, and Tax Planning. She holds an MBA with a concentration in Finance from SUNY Institute of Technology and a BA from Syracuse University/Utica College.
She has her CFP® designation, is a registered General Securities Principal (Series 24), and holds her Series 7 and 66 registrations as well as her NY Notary Public registration, Life, Accident & Health licenses and the NYS and MA Partnership certifications.
Outside of work, Heather enjoys time with her husband Dave and their children, Ariana and James. As the parent of a special needs child she is very involved in the local special needs community and is a member of the Academy for Special Needs Planning. She’s an avid runner and also loves kickboxing, painting, and hiking.