About: Heather holds a Bachelor’s Degree in business administration. She began her career in the financial industry in 1994 in administration and human relations. In 2013, after 15 years of para-planning and portfolio development/management, Heather shifted her focus to working with clients, especially women and young couples. Her primary focus is to educate those she works with on methods that will help them achieve their financial goals.
Specialties: Heather focuses on financial education and big picture planning. She helps coach her clients so that they can make the best decisions for themselves and their families. She believes that her client's financial health is like a box of puzzle pieces; you have to lay out the existing pieces before you can determine what is missing. That is where planning starts and the picture of their future takes shape.
Quote: “ Have a bias toward action - let's see something happen now. You can break that big plan into small steps and take the first step right away.” - Indira Gandhi
MEMBER SINCE aPRIL 2019
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, OR, UT. Cambridge and Next Step Wealth Management are not affiliated.
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