Donald R. Hehir, Jr.
Donald R. Hehir, Jr. has been helping clients protect their assets and meet their sophisticated planning needs for more than three decades. He began his career in 1983 with MetLife, and in 2001 joined Sagemark Consulting, where he became a Managing Principal in 2005.
By establishing Donald Hehir & Associates, Donald added independence to the benefits he could offer clients – benefits that include the highest standards of personal service and financial planning insight gained through decades of experience meeting complex financial challenges in a wide range of market environments.
Donald earned his Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner designations at The American College in Bryn Mawr, Pennsylvania. He is a Registered Principal, holding the Series 6, 7, 24 and 63 through Commonwealth Financial Network, and serves clients in states across the country.
Douglas Snow coordinates research, portfolio allocation and the tactical implementation of client portfolios at Donald Hehir & Associates. With objectivity and a client’s best interest as his guide, he makes decisions in accordance with the expressed goals of a client, whether a trustee, individual or family. His due diligence is supported by a variety of independent research tools, including those provided by Commonwealth Financial Network.
Doug began his financial services career with Ameriprise Financial Advisors. Prior to assuming his current position, he worked as a member of Donald’s staff at Sagemark Consulting.
Doug has a BA in Finance and Accounting from Syracuse University.
Britta A. Hehir
Registered Planning Associate
Britta A. Hehir manages the administrative office and client services of Donald Hehir & Associates locally. She coordinates these activities with the Waltham, Massachusetts and San Diego, California offices of Commonwealth Financial Network.
As a Registered Planning Associate, Britta manages both the Planning Process for new clients, and the Cash Flow, Asset Management and Cashiering for existing clients. In this role, Britta understands the complexities associated with multi-family trusts, retirement and individual accounts and their integration with the client's objectives. She is accustomed to working with a client’s specialized advisors such as an attorney or accountant.
Britta has a BS in Finance and a Minor in Math from Fairfield University Dolan School of Business. Prior to joining Donald Hehir & Associates, she interned with Lincoln Financial Advisors.