Heather has been helping families and corporations address complex financial issues since 1997. Her education in accounting and serving as key manager of a large media conglomerate and financial firm in the past gives her the experience to deal with investment management, utilizing asset allocation, estate planning, retirement and charitable giving. Her process focuses on the client first, by utilizing a holistic approach with each relationship. Heather believes that creating a sound financial plan is a lifelong process, a process she is dedicated to.
Heather provides individuals and corporations with comprehensive wealth management services. She strives to help her clients achieve and maintain their financial goals. As she earns her clients’ trust, she will lay a course, supported by a team of nationally recognized financial specialists. This is done by truly understanding her client’s needs and goals, while developing, implementing and monitoring their personalized financial plan.
Committed to the Community
Heather is actively involved in many organizations; her commitment to the community is reflected in her 2009 ATHENA Young Professional Award. She is a founding member of the Professional Women’s Group and The Get Smart Wausau Coalition. Heather served as past Chair of the Foundation of Saint Clare's Hospital, past President of the Wausau West Side Business Association, board member of the YWCA, and as a United Way Cabinet Member.
Heather was raised in Upper Michigan and now resides in Kronenwetter with her husband Peter. She enjoys traveling and doing mission work, through which she has visited 11 countries helping those in need.