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As the Director of Wealth Advisors, Heather oversees the client experience, ensuring our clients receive tailored strategies and exceptional service. She leads the financial planning team, guiding them to develop comprehensive solutions that align with our clients’ unique goals. Additionally, Heather also serves as the liaison to the private bank, ensuring seamless collaboration to meet complex financial needs. In addition, Heather leads a dedicated team of client service associates, fostering a culture of excellence and attention to detail in every client interaction. Heather focuses on delivering personalized wealth management solutions with a commitment to trust, clarity, and results. Heather also manages client portfolios for a select group of high-net worth clients. 

Heather earned a B.A. from Hartwick College and Boston University, selected course work. Prior work experience at Clarfeld Citizens Private Wealth Management, Bank of America/Merrill Lynch, and State Street Corporation. Heather is a member of the Duxbury Yacht Club, Sligo Association of Boston, and founder of the Duxbury Bay Maritime School. She is an active volunteer in her community, dedicating her time to supporting her three sons and their various activities. Former member, Board of Overseers MSPCA, Boston Regional Council IFAW and St. Jude’s Boston Wall Street Associates- Invest in Hope.