Heather is responsible for building relationships with high net worth individuals and providing customized wealth management solutions. She has 15 years of financial services experience, specializing in retirement planning, insurance, and banking.
Before joining Clarfeld, Heather spent eight years’ managing high net worth clients at Santander Bank. She has received numerous awards recognizing her customer service and performance achievements.
Heather is a proud supporter of Children International and various animal rescue foundations. She enjoys skiing, cooking, and spending time with her family in upstate New York. She currently resides in North Quincy, MA.