Heather attended school in New Mexico and has worked in financial services since 2011. She recently became a Licensed Client Service Advisor and will be meeting with clients from a different role now. Heather will be assisting clients in strategic planning sessions and can address questions about portfolio allocations and performance. 

Outside of work, Heather is a foodie who loves pickles and spicy food, reading books that became movies, and signing up for Mud Runs and charitable 5Ks. She recently participated the Lehigh Valley Hecktown-Oaks “Run 4 Pies” run.