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.
13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies. Osaic Wealth, Inc. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF OSAIC WEALTH, INC’S RELATIONSHIP SUMMARY (FORM CRS).
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