Heather has worked in the financial services industry for fourteen years and prior to joining WB&T Wealth Management in 2018, was with Stifel since 2010. Her mission is to make a positive difference in people’s lives by helping them pursue their financial goals. She works with clients to understand their unique financial objectives and concerns to help them develop customized strategies tailored to their needs and long-term financial goals.
Heather helps clients assess their current situation and provide resources and strategies to help clients work toward their dreams and goals. She focuses on the client’s situations, goals, and attitudes about investing and money. Her specialties include asset allocation and wealth management strategies as well as investment planning, retirement income planning, and education planning.
In addition, Heather also understands the importance of giving back to her community. She is Past-Board Chair for the Greater Valdosta United Way and Past-President of the Valdosta North Rotary Club. She is also actively involved with the Valdosta Lowndes County Chamber of Commerce and served on the Chamber’s Community Council. She was also a member of the 2011 Class of Leadership Lowndes.
Heather and her husband, Ryan, have two children: Wyatt and Kalli. She graduated from Valdosta State University with a Bachelor’s of Business Administration in Finance. She holds her Series 7 (General Securities Representative), Series 66 (Investment Advisor Representative), and insurance licenses. Heather also holds her Accredited Investment Fiduciary® designation.