Senior Registered Client Associate

Heather started her career in 1993 when she joined A.G. Edwards & Sons. She has been with Wells Fargo Advisors since the previous firms merged. With three decades of experience in the financial service industry she has a wide depth of knowledge to provide operational solutions to assist clients and she strives to ensure that our client’s administrative needs are handled accurately and quickly. Heather handles the day-to-day administration of accounts, including opening new accounts, managing account transfers, trading as requested, coordinating client reviews and answering client questions. Heather thoroughly enjoys helping people and building close relationships with them. She finds it extremely rewarding to see clients reach their goals. Outside of her time with the team, Heather enjoys spending time with her husband, Karl. They enjoy traveling, snorkeling, zip lining, hiking in the Columbia River Gorge, photography, watching football and wine tasting in beautiful Oregon Wine Country.