Heather strives for excellence in serving clients and assisting the team. She takes care of a variety of administrative tasks, including account servicing and money movement. She has a detail-oriented nature and enjoys working with clients to answer any questions they may have.
Her previous work in the industry includes more than a decade in client service roles at Merrill Lynch and Smith Barney. Before her career in the securities business, she taught elementary school and earned a bachelor’s degree from the University of Idaho. She joined Raymond James along with the team in 2020, drawn by the firm’s client-first philosophy.
A Coeur d’Alene native, Heather enjoys exploring the outdoors with her husband, Tim, and spending time with family. The couple have two naughty cats and a sweet dog. Heather’s hobbies include hiking, camping and reading.