Professional Experience

Heather is passionate in her pursuit to help others achieve financial independence – allowing them to live their life with the freedom 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 others achieve the same. Heather has over 26 years in the financial service industry and is a CERTIFIED FINANCIAL PLANNER™ professional 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 security 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 given back to Habitat for Humanity, Children's Advocacy Center, and The Wounded Warriors Project. She also participates in Raymond James United Way of Northwest Florida annual giving campaign. Each year, the firm hosts an annual giving campaign, encouraging associates to make a positive impact on communities where we live and work by matching any donations given.

More About Heather

Heather, a third generation native of Panama City, and her husband, continue to live in Panama City and have three daughters. The oldest, Ashtin, is her partner at Raymond James. Her youngest two daughters, Annalyse and Alaina, are currently attending Gulf Coast State College to pursue bachelor's degrees for Entrepreneurship and Architectural Design. 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).