Judy Heft is your personal CFO, life advocate, and wellspring of financial wisdom—whether you are a busy parent, young person struggling with student loans, or a high-net worth philanthropist.
With a background in small business, bookkeeping and advocating for older Americans, Judy’s utmost concern is confidentiality and information security. Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel.
The skills Judy brings to each client are on tap for any situation. In the 20 years since Judith Heft & Associates was founded, Judy has seen it all; from less-than-honorable people insinuating themselves into the wills of older Americans, to resolving identity theft—and educating her clients on how to avoid it again in the future.
Judy’s early career began in her parents’ retail clothing store. As the store’s buyer and bookkeeper she became familiar with bill-paying, accounts receivable, balancing the company checkbook, and maintaining good relationships with vendors and customers.
After leaving the family business, Judy was contacted by a friend regarding the financial situation of his mother. She was elderly, and completely dependent on others to care for her. Judy quickly saw the cast of players that surrounded her new client were draining her vitality and her checking account. For the first time, Judy realized the scope, far reach, and often intangible nature of elder financial abuse.
After accumulating several older clients, Judy decided to branch out to other demographics with the opening of Judith Heft & Associates. She found a niche in helping her high net worth clients establish well defined, organized systems for handling their finances— including compliance with complex labor laws governing housekeepers, nannies, and home health aides.
As the client base for Judith Heft & Associates continued to grow, Judy’s clients expanded beyond her hometown of Stamford, Connecticut, and into Fairfield and Westchester Counties and New York City. Judy is the co-founder and group coordinator of CT Gotham Dinner Group and is the co-founder of a Mastermind Group for women business owners.
Currently Judy is a member of the American Association of Daily Money Managers www.aadm.org and American Institute of Professional Bookkeepers. Judy is also an active volunteer for Camp Happy Times, where children, who have or have had cancer, ages 5-18 years attend a one week sleep away camp for free under the umbrella of the Valerie Fund.
Judy has an associate’s degree from Mt Ida College and lives in CT where she raised her two daughters. When she isn’t working Judy enjoys relaxing at the beach, hiking, working out and spending time with her three grandchildren.
Sharon Wilson is a superstar at Judith Heft & Associates. With over ten years of experience as a CPA, Sharon is able to provide clients with a wealth of knowledge and expertise. As Account Manager, Sharon’s responsibilities include the management of clients’ varied accounting needs, including:
Immediately prior to joining Judith Heft & Associates, Sharon served as Vice President of Finance for Atlantic Computer Systems, Inc., in New York. Previously, she had served as Audit Supervisor at Touche Ross & Co, one of the world’s leading professional service organizations.
Sharon received her Bachelor of Business Administration degree in Accounting from the University at Albany, State University of New York. Sharon raised her two adult children in Westchester County where she currently lives with her husband and dog, Duncan.
Karen brings a wealth of diverse experience to Judith Heft & Associates. As the most recent addition to the team, Karen has stepped up to the plate in her role as account manager.
Karen Hagerty started her career in the garment industry, working as an executive for Perry Ellis and later as a Vice President of Sales at Calvin Klein. After taking time to raise her two now adult children, Karen helped develop and run an LED lighting start-up, managing all operations and bookkeeping.
Karen received her Bachelors of Science in Management with a concentration in Accounting at the State University of New York at Binghamton. Born and raised in Westchester County, NY, Karen now resides in Greenwich, CT.
Karen and Sharon’s responsibilities include:
- financial reporting
- reconciling bank statements
- negotiating with vendors
- preparing and filling out tax organizers
- filing household payroll, property, and estimated taxes
- tracking charitable contributions and
- preparing reports and tax organizers for the clients CPA.
- Working with executors in estate settlement reconciliation