Heather is passionate in her pursuit to help others achieve financial independence – allowing them to live their life with the independence to choose and achieve their own wealth and lifestyle goals. From early on, she was committed to creating a life for herself built on a foundation of financial stability and prosperity which has since translated into a fulfilling career of helping other achieve the same.
Heather has over 20 years in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™, meaning she has extensive experience and specialized expertise to help her clients plan for and manage wealth throughout their lifetime. Prior to her financial planning practice, she spent several years in the insurance industry, helping her clients provide financial confidence for themselves and their families.
Giving Back to the Community
Heather believes giving back to her community is very important. Over the years she has volunteered at her children’s school and sports organizations.
More About Heather
Heather and her husband continue to live in Panama City with their three children, one of whom is now graduated from college, married and on her own - Ashtin. Her teenage daughters, Annalyse and Alaina, continue to keep family life busy and interesting. They enjoy being outdoors, boating, music, and making life long memories together as a family. They also look forward to vacations and travelling, with one of their favorite destinations being Mexico.
Heather graduated from Gulf Coast State College in her home town of Panama City, Florida, and then from the University of Alabama in Birmingham with a Bachelor Degree in Psychology (with minors in Chemistry & Biology).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.