Heather joined Financial Strategies of Wisconsin in 2024. She is one of the friendly faces or voices that great you when you stop in or call the office. Heather plays an integral role in keeping the office running smoothly and ensuring advisors are prepared for client appointments. She handles client requests, processes applications, coordinates scheduling, and assists with marketing efforts to support the firm's growth and community presence.
Heather is naturally friendly and enjoys connecting with clients, whether in person or over the phone. She takes pride in staying organized and being a reliable resource, always ready to help answer questions and make each client's experience as smooth and comfortable as possible.
Outside of the office, Heather enjoys spending time with family and friends, reading, attending live performances, and spending time outdoors.
Heather is not registered with LPL Financial.