Heather offers years of industry experience and a wealth of information when it comes to client services. She is truly passionate about helping clients and supporting our advisors in any and every way. She is extremely bright, hardworking and dedicated to getting the job done in the most efficient way possible.
Her love for finance and family planning goes hand in hand with her true passion, which is her own family. When she’s not in the office, or what she calls her “home away from home,” she loves being outdoors with her husband, kids and grandkids at the lake, beach or mountains.
“I love this business! I have always had a passion for numbers but it’s an added benefit when I get to use those numbers in a way that adds value to our clients’ lives. It brings me great joy to be an active part of the process that helps people reach their financial and retirement goals.”