As our Director of Client Service, Heather assists clients with all aspects of The Progression of Wealth®. She has regular contact with clients not only regarding account inquiries, but also addresses any questions or concerns they may have in relation to their Progression of Wealth process. If Heather herself cannot assist, she ensures that the appropriate advisor works with the client to address their questions.
As a key part of our operations team, Heather’s daily responsibilities include, but are not limited to, establishing and transitioning new accounts and managing all documentation for new accounts. Heather also acts as the primary liaison to the various custodians Meridian Wealth Partners works with.
Heather graduated from Temple University, earning a Bachelor’s Degree in Business Administration. She resides in Collegeville, PA with her husband Rob and is the mother of two, Hannah and Kyle. Heather enjoys watching her kids play sports and spending time at the beach with her family. She is a seasoned runner and has competed in multiple Triathlons and 7 Marathons to date. She is also pursuing her CFP certification.
PROFESSIONAL CERTIFICATIONS AND ORGANIZATIONS
- PA Life and Health Insurance License
- FINRA Series 65 License
- Member of the National Notary Association
- Member of the Baseball Boosters for the PVHS baseball team