Associate Financial Planner
Heather has five years of experience in the personal finance industry in a variety of administrative and client-facing roles. She loves delighting clients with unparalleled service as she helps them implement the steps to achieve their goals! After the adventure of living in six different states over the years, she’s happy to be settled back in Pace, Florida. When she’s not working or spending time with her children, Keane and Echo, she takes great pleasure in running, biking, reading, and spending time in the great outdoors!