Licensed Client Service Representative - Bartonsville Office
Heather attended school in New Mexico and has worked in financial services since 2011. She recently made the shift from Operations Manager for ASC Financial to her current role as Licensed Client Service Representative. Heather meets with clients for strategic planning sessions and can address questions about portfolio allocations and performance. She also assists clients with understanding and filling out their financial forms.
Outside of work, Heather is a foodie who loves pickles and spicy food: “The spicier the better!”