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 other achieve the same.
Heather has over 30 years in the financial services 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. She has actively supported organizations such as Habitat for Humanity, Gulf Coast 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, shares her hometown with her husband, Jared. Their three daughters—Ashtin, Annalyse, and Alaina—are pursuing diverse paths. Ashtin, her partner at Raymond James, continues the family legacy. Meanwhile, Annalyse and Alaina are currently attending Gulf Coast State College to pursue bachelor's degrees for Physical Therapy and Business Management. Recently, Heather welcomed her first grandchild, Elijah, born on September 19, 2023. This new chapter brings joy and fulfillment, reinforcing her belief in the importance of family and community.
Heather graduated from Gulf Coast State College in her hometown 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.