Heather is a Financial Planner and an 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. She completed an internship with Financial Steward Associates in 2008, then joined FSA full time in 2013 and has served in various roles. Heather earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016 and is a Registered Representative and Investment Advisor Representative through LPL Financial. She provides comprehensive financial planning, investment advice, and financial management on a fee and/or commission basis.
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.
Heather Ann Williams' CA Insurance # 0M72314. Her principal place of business is 2919 Valmont Rd, Ste 109, Boulder, CO 80301.