Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
With over 20 years of experience, including 15 years in a law firm setting, Heather brings a wealth of knowledge to her role as Legal Document Specialist. Heather is responsible for preparing and reviewing estate planning documents with precision and care. She collaborates closely with the estate planning attorney and ensures clients have a smooth experience.
Originally from Knoxville, TN, Heather now resides in Deer Valley, Phoenix. She has a passion for travel, photography, writing, art, and movies. She also enjoys leisure hikes and participating in Conqueror Virtual Challenges, earning medals along the way.
