HeimLantz CPAs and Advisors is pleased to welcome Dolly Suarez to the Wealth Management team.
Dolly joins the Lexington Park branch of the firm as a Jr. Wealth Management Advisor. As a CPA and CFP®, Dolly will serve both CPA and Wealth Management clients. She provides a valuable opportunity for our team to expand the firm’s Wealth Management services to HeimLantz’s southern Maryland clients.
Raised in Woodbridge, VA, Dolly graduated from the University of Mary Washington in 2011 and currently lives in Lexington Park, MD with her partner and two dogs. She began her accounting career in tax preparation for individuals, businesses, and nonprofits before becoming interested in financial planning, seamlessly transitioning into Wealth Management.
We at HeimLantz are excited to welcome Dolly to the team, and we look forward to the professionalism, experience, and insight she brings to making lives better for our clients.