Kathleen N. Heilman

Client Services Manager

Kathy is a 1983 graduate of William Penn Senior High School with an emphasis in Business Administration. She has over 40 years of business experience and is currently our Client Service Manager. A registered Administrative Assistant, Kathy also holds the FINRA Series 6 and 63 registrations, through LPL Financial. She is an active member of Christ Lutheran Church and resides in York.