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Heather provides leadership to the Operations team. She oversees all aspects of client administration, trading, and internal operations for the firm. Her role is to ensure that the client experience is seamless, service is proactive, and that the internal framework in which the team operates is efficient and effective.
Heather brings over 17 years of industry experience to the firm. Her career experience ranges from AIM Investments (now Invesco), where she helped supervise operations, to Kanaly Trust Company, where she assisted in portfolio management and trade execution. She also has an extensive background in Broker/Dealer operations, RIA practice management and all segments of investment advisory services.
Heather received her Bachelor of Science from The University of Houston- Downtown and her MBA from Texas Woman’s University. She is also a frequent volunteer for the Society for Financial Awareness, a local non-profit focusing on financial education.