Heather’s priority is the highest client experience possible. With three bachelor’s degrees in Psychology, Family Studies and Social Work, it’s easy to see why Heather is all about client service. It’s a conscious decision to partner with an upfront, Registered Investment Advisor, because, by definition, clients’ interests come first. Her master’s degree in Education, with an emphasis in Instructional Technology, only adds to her expertise as Client Service Specialist, easily guiding clients through complicated electronic processes and managing the many moving parts of custodial paperwork and cashiering.

Working in the charter school space as the Accounts Payable Manager at Massa Financial Solutions for over six years, Heather gained much experience in cultivating & maintaining client relationships as well as establishing & implementing sustainable practices. Currently, Heather is also part-owner and Managing Member of her local artist co-op, Harbour View Gallery, where she sells her artwork and serves as Treasurer.

An artist at heart, Heather’s down time usually involves creating something – most frequently cold fusion art jewelry. However, her interests are eclectic. On any given day, you might find her filming sunrise & sunset time lapses, cleaning a lawn mower carburetor, playing with her two senior rescue dogs Apollo and Sadie, teaching online jewelry design classes, installing a new hot water heater, practicing Kundalini yoga or reading a good book for the umpteenth time.