Heather Metcalf

Meet Heather

I am a native Oregonian who has always enjoyed helping improve my community. After college, I worked for a nonprofit that helped seniors and adults with disabilities who could no longer manage their own finances. Working to help ensure these individuals were financially stable, I realized the true value of long-term financial planning and the benefits of working with a partner who has the knowledge and desire to help you succeed.

As a financial professional with 14 years of experience, I have a passion for financial literacy. I enjoy helping guide someone down their financial life path and watching them reach all the goals they have set, whether it be retiring early or taking the trip of a lifetime.

I received my B.A. from the University of Oregon. In addition, I have earned my FINRA Series 7, 63 and 66 licenses and maintain a State of Oregon Insurance License. Before joining the OCCU Investment Services team, I served as a financial solutions advisor at Merrill and TD Ameritrade.

When I am not working, I enjoy spending time with my family, having game nights and working in the yard.

Heather Metcalf AWMA®
Financial Advisor