Heather joined the firm in June 2017 with the goal of providing our clients with a concierge level of service in support of their financial planning needs.  She works with clients on a number of different initiatives such as; managing meeting logistics, researching and responding to service requests, preparing and processing investment and insurance applications, and maintain reporting systems related to client profile information and household net worth. 

Heather brings 12 years of financial services background to the firm, 5 of which have been spent with Lincoln Financial Advisors/Sagemark Consulting. Heather holds a California Insurance License and a Bachelor of Science degree in Sociology.