Client Services Account Specialist
Heather joined the team with 9 years of financial operations experience. Her knowledge and experience allows her to provide exceptional client service. She looks forward to helping you with your questions.
Heather is a passionate gardener and first time grandma to Josiah. She and her husband Bruce love to sail and spend time with family.
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!