Heather has over 14 years of experience in the Insurance Industry and 20 years in client service.  She joined our team in 2020 as a Client Associate. Heather is very detail oriented, providing a high level of professional support. She is passionate about making sure her clients are happy from an operational perspective. Outside of work she enjoys spending time with her husband, Scott and two daughters, Alisha and Alyson, and helping run the family cattle ranch in Zena.

For Marsha Tackett, this life is all about commitment. She’s been dedicated to providing friendly and decisive service to everyone she’s encountered throughout her 45 year career in financial services. In her role as Client Associate at Shoreline Investment Strategies, she’s the friendly face that helps clients with their operational needs while streamlining operations for financial advisors.

Marsha draws on her client service background at Grand Savings Bank to help facilitate for both the clients and advisors at Shoreline. Originally from Kansas, she moved to Grand Lake in Grove over 25 years ago to enjoy lake life and has been committed to the community ever since. She is an active supporter and a former board member of the Grove, OK Friends of the Library.

Marsha and her husband Frank have been committed to each other for over 50 years. Outside of the office, you’ll find her at vintage fairs, as well as flea and farmer’s markets. At home, she’s known to travel the world from her rocker through the pages of a good book. When you see her, ask her about her love of line dancing or the last time she took an overnight adventure!