Simplified Financial Advice.

Meet Heather


Heather adds value for our clients by processing and executing any service-related needs that our clients may have. Heather strives to ensure that clients’ service requests are fulfilled accurately and in a timely manner. From opening accounts, to helping prepare for client meetings, to supporting our advisors with their administrative needs. Heather knows that her efforts directly impact the client experience and she enjoys the opportunity to make a difference in their lives.

In 2010, Heather joined the Financial Management team and comes from a background in bank management. Her experience in the financial industry and with Financial Management has made her a valuable member of our team.

Heather and her partner Dan have a rowdy house with their daughter Bailey, 4 dogs, and a cat. They love hiking, playing tennis, and she is currently learning to play golf!