Our Team

I don’t like rollercoasters! The ups and downs, they hurt my back. The pain always outweighs the excitement. The Dot Com Bubble and the Financial Crisis in 08-09 made me realize that I was on a financial rollercoaster. I had done well in life by following conventional wisdom. My Assets had grown, things were looking good up until those downturns. Finally during the 08-09 recession I realized that there had to be a better way of being prepared for these moments. The world was on sale and both times I was not able take advantage of that sale because everything that owned lost 35 to 50 percent of its value. I had nothing to buy with. It was this moment in time when I decided to learn more about the business I’ve been in for now over a decade. It became my own personal mission to learn how to be better prepared to for the occasional downturns in our economy. How to be able to take advantage at the opportunities such crisis provides. That mission has turned into 11 years of gaining knowledge and that knowledge is what I hope to pass on as wisdom to those we work with. It’s a wonderful feeling to share with others the strategies that I have adopted that allow me to not be on the rollercoaster with everyone else. It’s great I am here to serve and educate others on how this planning will also provide wealth to future generations despite economic conditions and taxation moving forward. Therefore, we are HEIR Associates. We are creating legacies for those we love!

Things that I like to do: raising my son; kiteboarding; backyard farming; traveling; hitting the beach; focusing on improving my health; yoga/meditation; occasional golf; being with friends. When we talk, please ask about my families financial legacy. If I had known what I know today, it would have been much improved. Too bad I started late in my journey, but, thankfully, at least I did! Please think of us and our resource team, The Nautilus Group, when you are looking for assistance with your planning solutions!

Robert E. Reich has been with New York Life Insurance Company for over 9 years. Rob was named a member of New York Life’s Executive Council from 2013 to 2017 and 2019 to 2021 as well President’s Council in 2018, he has also qualified for Million Dollar Round Table^* recognition from 2014 to 2021 and MDRT’s Court of the Table in 2019. Rob is a member of the Chamber of Commerce Honolulu, Kailua Chamber of Commerce, Exchange Club of Downtown Honolulu, National Association of Insurance and Financial Advisors, and the Medical Group Management Association.

Ca. Insurance Lic #0H34950

My mind set is very similar to Rob’s, so, even though we are in different parts of the country, getting the invite to become a member of Heir Associates was an honor to say the least.  I served this great nation for 22 years and retired as an Army First Sergeant in 2013.  Since my retirement, I was led to New York Life as I found that my values matched up well with this great company.  I have learned a great deal of what I should have been doing earlier in my life for financial success and protection, I also know from personal experience that getting started is one of the hardest things to do.  I myself may have gotten a late start, but I know now that it’s never too late to put together a sound portfolio with a strategy that not only can build up but also protect me and my wife, Rosi.

I have been married to Rosi for over 28 years and we’re still going strong, long term is in my DNA and that is what a client gets with us here at Heir Associates!  I enjoy teaching, coaching, and mentoring others on the strategies that I have adopted into my own plans.  The type of planning strategy that we provide helps our clients with generational wealth as well, no matter how the economy is doing or where taxes are.  Helping our clients, active military, and entrepreneurs create legacies for those they care about and love is who we are at Heir Associates.  I also work closely with the Advanced Planning Group which is a team of over 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. The APG can assist in developing a sound strategy for our clients and their families.  Helping Veterans, their spouses, and dependents qualify for the Veteran Benefits they deserve is another thing that hits near and dear to my heart. Our Veterans and their families have put our country first, my goal is to make sure none of them are left behind and that they receive the benefits they have earned over their career.

Things that I like to do beside spending time with Rosi, as I missed a lot while serving in the Army: riding horses, hunting, grilling, golfing, working cattle, and working on our mini ranch.  I was named a member of New York Life’s Executive Council 2014 – 2017 and 2019-2021, was a New York Life Manager 2017-2019, as well as qualified for the Million Dollar Round Table* 2020-2021.  I am a member of the Lawton & Duncan Chamber of Commerce, Duncan Rotary, American Legion, VFW, Fort Sill Retiree Council, SW Oklahoma Sergeants Major Association, Lawton Ranger, and Political Involvement Leader for New York Life.

Daniel is the customer relations and administrative support specialist, and he makes sure that everyone's experience at the office is enjoyable and successful. Daniel is responsible for things such as tailored meeting preparation, paperwork quality assurance and submission, client support, assisting in educating clients, and keeping the office up to date and relevant. Through Daniel's hard work, Robert's clients are always up to date and feel taken care of in processing their paperwork and keeping their files up to date.

Samantha Rae Hughes, Chief Marketing and Operations Officer at Heir Associates, is a seasoned professional with a passion and wealth of experience in both financial services and marketing management. Samantha plays a pivotal role in enhancing client experiences with a commitment to excellence and client success. When she is not working she loves traveling and hiking with her son.

Education:

• Associates in Business Administration
• Bachelors in Marketing & Technical Management

Registrations and Licenses

• Series 7
• Series 66
• Life, Accident, Health Insurance Licenses

Community Involvement:

• Board of Directors for Clothing Kills Cancer
• Youth Group Teacher 6-12th grade
• Vacation Bible School Teacher

Danny has dedicated the last 13 years of his professional life to helping clients and their financial professionals with the knowledge toplan andpursue their most profitable endeavors. His core competency is assisting clients in navigating individual and business milestones through a comprehensive planning-based approach. He is dedicated to being a curator of great ideas and coming up with a game plan to help clients execute on the most important and timely ones. Danny has built a successful practice serving clients across multiple states that continues to grow rapidly due to his relationship-centric approach. It was a natural fit to join Heir’s client centric service model in helping clients build and protect their wealth.

Since Joining New York Life Danny has achieved Executive Council* 4 times, was promoted to the Partner role in 2016 where he was responsible for recruiting and helping both new and experienced financial professionals grow their practice. At the end of 2019, he decided to return to the field to continue working with clients closely. Danny is a Financial Advisor affiliated with Eagle Strategies which is a Registered Investment Adviser and a New York Life Company.

Danny is also a Registered Representative with NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. He currently holds FINRA Series 6, 7, 63, and 66 securities registrations as well as his Life and Health licenses.

Danny lives in Dallas with his wife Margaret and children Darren and Josephine. He enjoys traveling to seek out new culinary experiences. He is also an avid formula one fan and enjoys working on and driving as many poster cars from his childhood as possible.

*Council is a New York Life company wide recognition program based o agent production levels from July 1st to June 30th.

Rosi was born and raised in Germany, graduated from German High School, graduated a 3yr Technical School with Apprenticeship in Hotel Management, and took some German College in Social Studies.

Stanley “Top” Schofield and Rosi’s journey began in Germany in 1992. They have always been able to work together as a team and get the job done.

Rosi is an avid animal lover. She has been involved in multiple animal seminars, especially equine schooling. She has owned and worked with canines and equines in Germany and gained a diploma in Animal Science. She continues to hone her skills with the current herd in OK.

She started working for a New York Life office as an Executive Assistant in 2018.

Rosi is responsible for the Duncan, OK field office. Her duties include paperwork quality assurance, uploading & storing files, diem support, and keeping the office up to date and relevant.

Her off-time favorites are staying in touch with her family and friends, working with horses, competing at ranch versatility shows, and keeping the mini ranch going.