Heather joined the firm in 2006 as an investment representative and also serves as the Assistant Branch Manager.
Prior to joining our team, Heather worked for more than five years in the home office of Nationwide Financial. In her last role as a marketing consultant, her responsibilities included strategic planning, industry research, and developing retirement products to serve the emerging Baby Boomer market. She also held positions in Nationwide Offshore Sales in internal sales support and for a Nationwide wholly owned brokerage house as a communications specialist.
Heather earned her BA in Marketing from Hillsdale College in 2000 and her MBA from Capital University in 2005. She currently holds her securities registrations with LPL Financial, as well as state insurance licenses. In addition, she is a Chartered Financial Consultant (ChFC), as well as a member of the Financial Services Institute, which works to promote stronger financial planning initiatives.
In her spare time, Heather and her husband, John, enjoy playing soccer, volunteering for charitable organizations, and spending time with their three dogs.