Heidi Teska Head of Operations Profile image at Summit Planning Group near Syracuse NY

Heidi Teska

Head of Operations

Heidi joined Summit Planning Group in 2006. As Head of Operations, she is responsible for office management, business continuity, client communication, and technology support. Additionally, as a member of the managed portfolio review team, Heidi oversees trading operations to ensure accuracy and efficiency.

Prior to joining Summit Planning Group, Heidi spent more than fifteen years in operations and financial management.