About
Heather
Heather collaborates with Focus Senior Wealth Advisors to help provide comprehensive financial planning and investment management support to individuals, families, corporate executives, and young professionals. Her creative and relationship-focused mindset enables her to offer a well-rounded perspective as she assists clients in all aspects of their financial lives, including asset allocation decisions, estate, tax, and retirement planning.
Heather has more than 16 years of professional financial services experience covering a breadth of disciplines including business analytics, family office relationship management, client service operations, business development, investment sales, and creating firm operational efficiencies.
Outside of the office, Heather enjoys running, cooking, being outdoors, and spending time with family and friends.
Education and Professional Milestones
-Framingham State University - bachelor’s degree in business administration, graduated magna cum laude
-Received the Award for Academic Excellence in the Field of Economics from Omicron Delta Epsilon
-Holds Series 65, FINRA Series 63, and FINRA Series 7 & SIE licenses
Heather collaborates with Focus Senior Wealth Advisors to help provide comprehensive financial planning and investment management support to individuals, families, corporate executives, and young professionals. Her creative and relationship-focused mindset enables her to offer a well-rounded perspective as she assists clients in all aspects of their financial lives, including asset allocation decisions, estate, tax, and retirement planning.
Heather has more than 16 years of professional financial services experience covering a breadth of disciplines including business analytics, family office relationship management, client service operations, business development, investment sales, and creating firm operational efficiencies.
Outside of the office, Heather enjoys running, cooking, being outdoors, and spending time with family and friends.
Education and Professional Milestones
-Framingham State University - bachelor’s degree in business administration, graduated magna cum laude
-Received the Award for Academic Excellence in the Field of Economics from Omicron Delta Epsilon
-Holds Series 65, FINRA Series 63, and FINRA Series 7 & SIE licenses