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Heritage Financial Planners Name New Managing Director

Anna Hallissey

3 September 2014

A managing director has been appointed at Heritage Financial Planning’s new Dallas, TX, office, the fee-only wealth management firm announced today.

Allison Geiger will also become head of the Dallas office, which serves the Dallas and Fort Worth area.

She joins from Howard Financial Services, where she held the role of senior wealth manager. She was based at the firm for 12 years.

Prior to this, she worked in both PricewaterhouseCooper’s expatriate and international tax consulting departments.

"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," Heritage founder Steve Blankenship said.