Financial Services Professional | CFP®, AWMA®
Heather focuses on educating her clients to empower them to make confident financial choices for themselves and their families. While Heather works with many different individuals, she focuses on working closely with young professionals to help protect their families and plan for their future goals. She understands the complexity involved in executing a detailed financial strategy and works closely with her clients through their different phases of execution.
Heather starts every relationship with her clients understanding their unique prospective and learning what is most important to them. Once she uncovers the needs and goals of her clients, she works with her team of experts to build a financial strategy for her clients. With many more years of working alongside her clients, Heather will be able to guide them through during the three stages of wealth: accumulation, distribution and preservation.
Heather earned a Bachelor of Arts from College of the Holy Cross in Worcester, Massachusetts. Heather volunteers her time with various youth organizations including Crossroads for Kids in Duxbury, MA and Mother Caroline Academy in Dorchester, MA. Outside the office Heather enjoys playing golf & tennis, reading, baking and spending time with her husband and their two sons, Brooks and Cooper.
233 Needham St, Suite 450
Newton, MA 02464