A positive problem solver, Heather’s passion is making a difference in people’s lives. Her goal for her clients is that they know they are in the best hands possible when putting together a financial plan.

“Clients become part of my family, and they mean absolutely everything to me,” she said. “I am always trying to empower and teach my clients. I like to motivate and inspire in any way that I can.”

Heather is an Accredited Asset Management Specialist^SM who specializes in retirement planning and wealth management.

“Seeing others’ lives become better and knowing that I was able to help gives me so much joy,” she said.

Before joining Raymond James in March 2018, Heather spent nine years with Edward Jones, where she earned a number of awards and was part of the growth and recruiting team. She also helped new advisors build their practices as part of the performance team and served as a field trainer, mentor and hiring team member.

She joined Raymond James to ensure her clients have choices.

“Client situations are all different, and I want to be able to tailor strategies to each need and help ensure every option is in each client’s best interest. Clients and their well-being will always be at the core of my office,” Heather said of joining a firm whose values align with her own. “As an advisor, I don’t want my clients or myself to be owned by anyone – so we have the flexibility to do what makes sense for clients and their plan.”

Heather attended Northwood University and lives in Defiance, Ohio, with her husband, Tyson, and their two children, Cole and Caden.

In her time away from the office, Heather likes to read “anything that can help her become a better person.” She enjoys nature and running, and she and her husband are passionate about helping children in the community.