Heather AnkstitusDIRECTOR OF OPERATIONS
Heather Ankstitus joined Family Wealth Management, now the United Capital office in Western Massachusetts, in 2012. Prior to her joining, she had more than 10 years of client service experience in a financial planning and tax preparation firm. She graduated from Westfield State College in 2002 with a degree in Business Management.
Heather is responsible for maintaining and updating client files, preparing internal reports, integrating new technologies and improving efficiencies throughout the organization. Included in her responsibilities are day-to-day client services, including processing client requests such as disbursements and the update of personal information. Heather also assists Family Wealth Management's advisors in preparing financial planning reviews and reports for clients.
Heather lives in Westfield with her husband, Mark, and young son, Anthony. Her personal interests include spending time with family and friends. In her spare time she enjoys traveling, taking pictures, spending time outdoors and following New England sports teams.