Heather joined the industry in 2012; she is our branch Financial Advisor and Operating Supervisor; As well as managing her direct clientele, Heather is licensed in 38 states, including her compliance supervisory license, and on call to support all of our Financial Advisory client’s needs if an Advisor is traveling or as a successor advisor in the event something unexpectedly occurs. She is well versed and experienced in account reviews and investment strategies that support our best interest mission for all of our clients.
Heather is an owner in Multigenerational Wealth Strategies, LLC and enjoys the outdoors and spending time with her husband, her two children and her two grandchildren.