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David's Team 

Heidi Aslin Photo Heidi Aslin Hover Photo
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Heidi Aslin

Team Member Since 2004

heidi@financiallegacy.com

636-777-7096

Prepares and processes client paperwork and account changes; address change, bank changes

Brigid Henke Photo Brigid Henke Hover Photo
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Brigid Henke

Team Member Since 2018

brigid@financiallegacy.com

636-777-7082

Financial analytics and preparation of financial plans

Catherine Sullivan Photo Catherine Sullivan Hover Photo
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Catherine Sullivan

Team Member Since 2018

catherine@financiallegacy.com

636-777-4209

Prepares and processes client paperwork and account changes; address change, bank changes, prepares client reports, coordinates special events

Barbara Watkins Photo Barbara Watkins Hover Photo
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Barbara Watkins

Team Member Since 2002

barbw@financiallegacy.com 

636-777-7088

Technical assistance, distributes quarterly reports (DAF), Reporting/Data/Cost Basis

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