Heather began her career in the wealth management industry in 1995. She is a graduate of Indiana Business College with an Associate’s Degree in applied science for executive administration. She has also served her community as a 911 dispatch operator and Bureau of Motor Vehicles representative.
As a client assistant, Heather assists our financial advisors and clients with administrative and operational support to ensure the highest possible level of service.
"Every client interaction is a chance to build trust, show empathy, and make someone’s day a little easier."