Who We Are

Dan Heitzman is the Principal and founder of StoneBridge Financial Consultants.  He is a  cum laude graduate of Colgate University with a B.A. in Psychology and Economics and a graduate of Boston College's Carroll School of Management from which he received a M.B.A. degree.  Prior to starting StoneBridge, Dan worked at AXA Advisors, LLC for over 15 years where he was a member of their Sterling Group.  He is a member of the AXA Hall of Fame.  StoneBridge was formed in 2005 in order to provide enhanced planning services to the individuals and businesses who are our clientele.  Dan lives with his wife Judy, a retired high school teacher.  They have a daughter, Brittainy.  Dan's interests, besides his business and family, are focused on achieving and growing (tennis, skiing, hiking, reading widely, sailing, etc).  He enjoys setting and achieving goals and believes that one of the primary purposes in life is to create positive memories for the people he meets.

Vivienne Trebino joined StoneBridge Financial in 2005.  She assists in the preparation of financial plans, handles any client issues and provides administrative support. Vivienne is a  cum laude graduate of Middlebury College with a B.A. in Spanish.  Prior to working at StoneBridge, Vivienne was a foreign exchange trader for Shawmut Bank for 16 years.  She also did tax preparation work for H&R Block and volunteered as the piano accompanist for the Hingham High School Chorus.  She lives with her husband, Steve, a retired Vice President at the Federal Reserve Bank of Boston.  She also has two daughters.  In her spare time, Vivienne enjoys playing golf and traveling.