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. Heather was also named to the 2026 edition of the Forbes list of Best-in-State Women Wealth Advisors†. 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).
† The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-statewomen-advisors for more info.
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.