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 Chamber of Commerce and her work in palliative care. She also enjoys outdoor activities such as skiing and tennis with her family.
With two decades of experience with Trilogy and in the financial industry, Heather specializes in retirement planning and wealth accumulation. 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.