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 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.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.