Heather started her career in the financial industry in 2006 and has worked in various roles over the years. She has acquired her experience through servicing advisors with different firms with their back-office needs. She has also supported several advisors in servicing their clients directly as an assistant. In 2018, Heather made a career decision to go back to working directly with clients as an assistant and began her position with the Embolden Wealth Management team.
Heather finds her current position fulfilling as it allows her to establish new relationships, problem solve by applying previously gained knowledge, and continuously learn new aspects of the business. In her spare time, she enjoys being outdoors and spending quality time with her husband, kids, and dog.
Education, Licenses, Certifications
- Bachelor of Science in Business Administration, Marketing, Elmhurst College
Series 7, 63, and 65 licenses held with LPL Financial
LPL Registered Administrative Associate.