With over 13 years’ experience working within the financial services industry as a Client Service Associate, Heather strives to provide administrative support to our advising team while delivering our clients top-notch customer service. She is a natural problem-solver and enjoys helping clients find the answers they need. Her genuine and carefree approach is designed to provide clients with attentive and personalized assistance. In addition to the assisting our wealth management services, she is also the lead to our sales and marketing team, whose primary focus is to provide our customers with a superior level of service.
Heather resides in Roselle with her husband Rob and their two young daughters.These days she spends her most of her time outside of the office playing dress up, back-up dancing, leading her daughter's Girl Scout Troop and not taking herself too seriously. Besides spending time with her young family, Heather enjoys painting and crafting. In fact, many of her pieces currently decorate their home.