HEATHER - Key Persons
Heather has been helping families and corporations address complex financial issues since 1997. Her education in accounting and serving as key manager of a large media conglomerate and financial firm in the past gives her the experience to deal with investment management, utilizing asset allocation, estate planning, retirement and charitable giving. Her process focuses on the client first, by utilizing a holistic approach with each relationship. Heather believes that creating a sound financial plan is a lifelong process, a process she is dedicated to.
Heather provides individuals and corporations with comprehensive wealth management services. She strives to help her clients achieve and maintain their financial goals. As she earns her clients' trust, she will lay a course, supported by a team of nationally recognized financial specialists. This is done by truly understanding her client's needs and goals, while developing, implementing and monitoring their personalized financial plan.