Exciting News! We’re please to announce the acquisition of James VanMetter and Associates, a Westchester County firm specializing in wealth management. We’re excited to continue expanding our market presence and services in the tri-state area.

Heather Thomas


Senior Wealth Advisor

Heather F. Thomas, AIF® is a Financial Advisor with over 30 years of experience and is passionate about helping business and individuals with their insurance, retirement benefits and financial planning goals.

Heather graduated from Tufts University with a B.A. in Economics and began her career in the financial services industry right out of college. Throughout her career, she’s been affiliated with several large financial institutions including New England Life, Met Life, Mass Mutual and LPL Financial.

Heather grew up in Washington, DC and lives in Darien, CT. When not in the office, she enjoys travel, golf, paddle tennis, pickleball and spending time with her three adult children.

*AIF (Accredited Investment Fiduciary) conferred by the Center for Fiduciary Studies, Fi360 a Broadridge company.