Heather is our Client Services Representative. She began working in finance in 2012 with Carter Financial before moving out of the area with her family. She has significant experience working at fiduciary wealth management firms in the San Francisco Bay Area. Heather maintains a high standard of care for clients, a mastery of operations, and a personal sense of responsibility and accountability reflected in her daily interactions with clients.
Outside of work she enjoys spending time with her husband, two daughters, and their dog. They can often be found at their local parks or pizza joints.