My Team Members

CompassPoint team photo

Our team comes from diverse professional backgrounds, bringing our clients a distinct array of strengths and perspectives. Heather also has attained CERTIFIED FINANCIAL PLANNER™ certification, the result of a rigorous program of study and examination, adherence to a strict code of ethics, and extensive continuing education. Combining our skills, experience and knowledge, we work toward a common vision: Helping our clients map a route to their financial goals.

Our support team shares our dedication to helping you reach your financial destination. Combining extensive industry experience and individual insight, they provide responsive, personalized service to each of our clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.