Heather possesses an inner drive she feels few in her industry can match. Quitting isn’t in her vocabulary, but achieving is, as demonstrated by her accomplishments as a USA National Team gymnast and landing a Wall Street job immediately upon graduating business school. She considers the latter a relative rarity given her age at employment and the scarcity of women in the industry.

With more than 20 years of focused investment expertise, Heather now serves as Managing Director – Investments with Wells Fargo Advisors —proud to have achieved a leadership position in a storied firm with an impressive track record of success. And as a single mother of two, she is also proud of her ability to balance the needs of her family with the demands of her career.

She feels her life experience gives her a special perspective on her clients’ needs—especially for the female side of her client base. Because while she understands how to grow wealth through thoughtful strategies and preserve it with calculated, risk-adjusted returns, Heather particularly enjoys helping women achieve financial independence for themselves, their children and their legacy.

She graduated from Arizona State University with a Bachelor of Arts and received her MBA from American Graduate School of International Management. Always focused on the bigger picture and understanding that commerce speaks globally, she completed half of her graduate education abroad in Geneva.

Away From the Office:

Heather lives in New York City with her two children. As a three-time National Team member, she enjoys staying active by running, traveling and taking long walks in Central Park with their family dog. Heather is also active in her community. She proudly contributes to a variety of charities, including the Special Olympics, Part of the Solution (POTS) and the National Board Member for Careers Through Culinary Arts (C-CAP).