Heather has worked in the financial securities industry since 1999 and is fully securities licensed.  She recently earned the ‘Accredited Asset Management Specialist’ designation through the College for Financial Planning.  Heather draws on her extensive background to assist clients with trading needs, portfolio management, retirement and financial planning, and investment research.  She provides customized client service by truly listening and understanding individual needs and concerns, and makes sure those requirements are her first priority.  Heather’s primary focus is to establish meaningful, long-term relationships. She loves helping clients define and establish a plan for reaching their financial goals.  With her ongoing monitoring of plans, Heather takes pride that clients feel confident and comfortable, knowing their financial matters are being well cared for.

Heather and her husband, Brian, live in Hudsonville with their two children.  She enjoys yoga, downhill skiing, boating, traveling and spending time with her family and friends.