Formerly a buyer for William-Sonoma in San Francisco
Resides in the Denver Metro area
Interested in skiing, running, swimming & tennis
Enjoys the outdoors
Will video conference with clients to make it easier
Heather’s experience and management style have allowed her to wear different hats during her time with Trilogy Financial. In addition to providing wealth management services to individuals, trusts, and corporations, she previously managed one of the largest Trilogy offices and trained many of the successful managers at Trilogy today.
Her ability to help those around her by intent listening and understanding has been a service to her clients. She’s also been able to use those skills in her work with the Cherry Creek Chamber of Commerce and her work in palliative care in the Denver community. She also enjoys outdoor activities such as skiing and tennis with her family.
With over two decades of experience with Trilogy and in the financial industry, Heather specializes in working with high-net-worth individuals, wealth accumulation, and generational wealth planning and transfer. Her other focuses include estate planning, investment planning, and retirement planning.
She is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration. She holds her Series 6, 7, 24, 51 and 63 Registrations with LPL Financial.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.