firstname.lastname@example.org | 206.466.6209
As a Relationship Manager, Heather is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life.
Heather’s favorite part of the job is learning about families’ goals and being a part of helping them to achieve these milestones. Perhaps it’s buying a new house, starting a business, saving for children’s education, or making the transition into retirement. She finds it very rewarding to be alongside for the journey and see the goals come to fruition. Every decision and action we make is with our clients’ and community’s best interest in mind.
“The investment world is overly complicated, and our goal is to make it approachable and understandable. Our clients have enough to think about at work, with families, or other commitments – we are here to help. We’ve accomplished our goal if we can simplify seemingly complex financial decisions and provide our clients with confidence in their financial and investment plan.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I love to cook and travel! I enjoy creating new recipes with my husband to share while entertaining friends. My most recent travel adventures included Qatar, summiting Kilimanjaro, as well as a solo trip to northern Italy. Sharing a meal with locals is such a fun way to immerse yourself in the culture. Many more countries (and culinary adventures) are on the bucket list! I enjoy DIY projects, hiking, and spoiling my dog, Axle. I also enjoy volunteering and supporting various causes around the Seattle area.