Heather helps clients work toward reaching their goals with a calm and compassionate demeanor. She lets her clients know they can always talk to her to bounce around ideas for their financial lives or just have a shoulder to lean on. With 16 years of industry experience, she works diligently to ensure each client has a financial plan in sync with their lives.
She joined Raymond James along with the Coeur Private Wealth Management Group in May 2020. The move has given her the ability to prioritize what’s best for clients and have a team behind her with the same mindset. Before that, she served for nine years as an advisor at Merrill Lynch and spent seven years as an advisor with Smith Barney. She started in the industry as a sales assistant with Smith Barney in 1999 and studied at Montana State University.
Born and raised in Butte, Montana, Heather lives in Post Falls with her husband, Dave. They have two children, Reagan and Lucas. When Heather is away from the office, she enjoys boating, reading, running and traveling.