Kandra L. Youngman, FPQP®

Kandra L. Youngman, FPQP®

Senior Financial Planning Assistant

kyoungman@hfsplan.com

Kandra has over 30 years of experience in the financial services industry focusing on operations, customer service, and client education.  Joining Heritage Financial Services in 2004, Kandra has become a key resource to all of our clients in helping them manage their day-to-day administrative needs.  Kandra enjoys taking classes at the gym, spending time with family, and watching football with her husband.

Accolades:

  • Financial Paraplanner Qualified Professional (FPQP®) designee
  • AOS in executive secretarial program from Bryant & Stratton College