Heather is a Wealth Planning Associate who works with families to help them achieve their wealth management goals.
Most recently, Heather worked as a Trust and Estate Supervisor at the Office of Public Guardian, a non-profit organization that provides guardianship and advocacy services to legally incapacitated adults. As a Trust and Estate Supervisor, Heather was in charge of protecting and maximizing the estates of disabled individuals to ensure their resources were used most appropriately for their support and care. Prior to this, Heather was a Financial Operational Professional at Grove Street Fiduciary, a Registered Investment Advisor located in Peterborough, NH. There, she assisted clients with their comprehensive financial planning services.
Heather attended the University of Maine in Orono, where she earned her Bachelor’s degree in Accounting. In 2013, while working at Grove Street Fiduciary, Heather became a CERTIFIED FINANCIAL PLANNER™ practitioner.
Heather currently lives with her family in Moultonborough, NH. She enjoys spending time on Lake Winnipesaukee, boating, kayaking, swimming, and snowmobiling.