A little fact she tries to keep a secret (because no one would believe it) …where most hide from the cold, Heather loves cold temperatures, and lots of snow! Bring on a Nor’easter! Winter weekends you’ll find her with her husband and their two teenagers at their ski house in Vermont. After a day on the slopes, she loves nothing more than relaxing on the couch and reading a good book by the fireplace.
Heather has over 15 years of experience within the financial services industry. She previously worked as a registered sales assistant for a Registered Investment Adviser and in a branch compliance oversight capacity for a national Member FINRA, SIPC firm. Heather holds the Series 7 and 63 financial licenses, and obtained her Bachelor of Science from The University of Vermont.