With over 20 years of experience in the financial sector, Heather brings a wealth of expertise and an unwavering commitment to client success as the Director of Client Services. Heather’s career began with hands-on roles with multinational financial companies. She quickly developed a passion for client relationship management and operational efficiency.
In her current role, Heather plays a pivotal part in identifying client needs, providing tailored solutions, and delivering unparalleled support. She oversees a variety of client service requests, ensuring each is handled with exceptional care and efficiency.
Heather has extensive experience in repapering and transition services and a strong dedication to compliance. This positions her as a key leader in navigating regulatory requirements while maintaining high service standards for advisors and the clients they serve.
Heather's commitment to growth led her to a rewarding transition into healthcare, where she focused on patient care and medication management. Her time in this field earned her top-class recognition for her compassionate approach and dedication to patient well-being. Her journey from financial services to healthcare and back has equipped her with a unique perspective that always pushes her towards a client-favorable outcome.
Outside of the office, Heather enjoys walking the local nature trails, relaxing by the pool and visiting the Outer Banks to comb the beach for seashells. She is also an enthusiastic supporter of Ohio State football. Known for her integrity, dedication, and advocacy, Heather continuously strives to make a meaningful impact and uphold excellence in every aspect of her role.