Heather is an essential member of our team, serving as a paraplanner with a passion for being a trusted resource and problem-solver for our clients. Her favorite part of working with clients is being part of their "team"—she strives to be the first-person clients think to call or email with any questions or concerns. Seeing a client's relief and gratitude after a helpful conversation is what makes her role truly rewarding.
Heather's career in financial services began in 1998 at American Express Financial Advisors (now Ameriprise Financial), where she started as a planning assistant. She quickly earned her Series 7 and 66 licenses (held with LPL Financial), as well as her life, health, and variable annuity registrations, transitioning to a paraplanner position. In February 2024, she joined Matt Edwards in his move to LPL Financial.
Licenses Held:
- Series 7
- Series 66
- Life/Health/Variable Annuity
Outside of work, Heather enjoys a variety of hobbies, including cooking (especially baking), attending live music events, and both watching and performing in theater productions. She also loves reading, exploring Florida's state parks, and volunteering at Dogs Inc. As our team's designated sports enthusiast, Heather is always ready to discuss almost every major sport.
Heather's dedication and expertise make her an invaluable asset to our clients and our team.