Heather is our Insurance Operations Coordinator. She navigates our clients through the underwriting process by working closely with our clients, team and professional alliances. She provides high level servicing and supports our advisors in all aspects of business administration.
Heather graduated from Florida State College. She has over six years of experience in the financial industry and over ten years of administration.. She previously supported a team of advisors as well as developed her own book of clients through Medicaid products and services. She is Life, Health and Accident licensed.
Heather is an avid runner having ran several marathons. She believes in health and fitness. In her spare time she enjoys the outdoors with her family in Jacksonville, FL.