Heather is responsible for servicing the needs of multigenerational families by providing guidance and support. She demonstrates a highly interactive, collaborative approach with client families and their outside advisors, as well as across the firm’s business units.
Prior to TwinFocus, Heather was an Associate Regional Director at Wells Fargo Asset Management where she provided financial advisors with investment and practice management solutions. She graduated Magna Cum Laude from Framingham State University where she earned her degree in Business Administration. To date, she has obtained the Series 7, 63 and 65 licenses and is currently pursuing her Certified Financial Planner (CFP) designation.
Each day presents a professional learning opportunity.
I enjoy traveling, competing in 5k races, cooking and exploring hiking trails.
My proudest accomplishment is attending Framingham State University while working full-time and graduating magna cum laude.