Heather Otto

Licensed Client Service Rep.

Heather attended school in New Mexico and has worked in financial services since 2011. She recently made the shift from Operations Manager for ASC Financial to her current role as Licensed Client Service Representative. Heather meets with clients for strategic planning sessions and can address questions about portfolio allocations and performance. She also assists clients with understanding and filling out their financial forms.

Outside of work, Heather is a foodie who loves pickles and spicy food: “The spicier the better!”

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (800) 596-8004.