Heather serves FSA as a Financial Planner as well as a Registered Representative and Investment Advisor Representative through LPL Financial. She enjoys maintaining a personal connection to our clients, helping them define and pursue their financial goals and exceeding their expectations of service. Heather obtained her B.S. in Finance from Metropolitan State University of Denver in 2007 with Cum Laude honors, and after an internship with Financial Steward Associates in 2008, she joined FSA as the Office Manager in 2013, being promoted Client Relationship Manager in 2014. Continuing her professional growth, Heather earned the CERTIFIED FINANCIAL PLANNER™ professional designation in May of 2016.
Heather and her husband, Justin, live with their dog, Rocky, in beautiful Longmont, CO. As a Colorado native, Heather loves hiking, camping, yoga, gardening and working on their new home.