Background & Role
Heather is the administrator for a number of personal trusts and serves many of our new client relationships. She has over 20 years trust and financial services experience, including extensive work with institutional, retirement and custodial account clients.
Heather’s strong trust and financial experience, plus her thoughtful manner and dedication to client service, give her both the tools and commitment needed to serve her clients professionally and effectively, as well as to network with clients’ other professional advisors.
Memberships & Associations
• Family Advocate, Green Bay Habitat for Humanity
• B.B.A., Trust Management and Finance, Campbell University