Simplified Financial Advice.

Meet Heather

As our Relationship Manager, Heather is an integral part of the Wealth Advisor team. She serves as the main point of contact for most client inquiries. Heather’s dedication to our clients, combined with her exceptional organizational skills and desire to work hard, make her a great fit for her role. From coordinating and assisting with preparation for client meetings to supporting our Wealth Advisors and clients to ensure every aspect of their accounts is properly maintained, she collaborates closely on all planning, activities, and implementation with our Client Service team. Heather knows that her efforts directly impact the client experience, and she enjoys the opportunity to help everything run more smoothly while providing an unparalleled client experience.

Heather has been with the Financial Management team since 2010 and comes from a background in bank management. Her experience within the financial industry is nicely complemented by her sincerity and approachability, making her easy to work with and a joy to be around.

Heather and her fiancé, Dan, have a rowdy house with their daughter Bailey, three dogs, and two cats. She’s recently taken to gardening on the weekends, and so far, she has four rosebushes that remind her of happy memories of her grandparents’ home. She enjoys camping at Rimrock Lake with her family, hiking, tennis, and golf! She is currently sharing her love for golf with her daughter, Bailey, who is so far really enjoying the sport. When she isn’t gardening or on the course, you can always find her curled up next to her cats, reading a really good book.