Focus
Heather brings over a decade of financial services experience to her work, with a focus on building lasting relationships and helping clients feel informed and supported. She takes time to understand their priorities, answer questions, and make navigating their financial lives a little easier. The industry’s constant evolution keeps her learning, while the people she serves give the work its meaning.
Throughout her career, Heather has also helped colleagues grow. She has mentored new Client Associates, guiding them through onboarding and helping them develop confidence in their roles. As a member of a Leadership Team, she collaborated with peers to introduce ideas, advocate for positive change, and improve the experience and efficiency of branch teams.
Heather believes clients should always feel like people, never account numbers. She values their trust and takes pride in supporting them through life changes, challenges, and celebrations. Many of those relationships have grown into lasting friendships over the years. Her approach is straightforward: lead with kindness and integrity, keep learning, and leave people better informed, more confident, and more supported than when she met them.
Outside the Office
Heather enjoys nature and landscape photography, exploring Florida’s less-traveled roads, and discovering local “mom-and-pop” restaurants. She appreciates places with character and the unexpected finds that make a road trip memorable.
Born in Durham, North Carolina, Heather lived in Louisiana as a young child before growing up in Wisconsin and eventually relocating to Florida. She values meaningful connections and finds joy in both life’s big milestones and its everyday moments.
