Our Team

Robert E. Reich headshot

Robert E. Reich

CEO

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

Stanley C. Schofield, Jr headshot

Stanley C. Schofield, Jr. "TOP"

Partner

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 Seguirant headshot

Daniel Seguirant

Executive Assistant

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.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Council is an annual company recognition program based on agent production from July 1- June 30.