Director of Client Services
Heather is responsible for managing, organizing, and implementing the client services and operations at Imperium. On a daily basis, she is involved in all areas of the firm’s financial planning and portfolio management process. She assists in capturing client data, forming plan design, analyzing client investment profiles, and evaluating tax planning strategies. Beyond that, she also handles the execution of financial planning recommendations, such as account construction and mechanics to making sure clients receive funds on time. She ensures client requests are handled in a timely manner and in the most convenient way possible for the client.
Heather has passed her Series 65 license exam and is registered as an Investment Advisor Representative. She received her Bachelor’s degree in Mathematics with a concentration in business from St. Mary’s University, while being a collegiate athlete in softball on scholarship. She is originally from Shiner, Texas.
Heather can be reached at firstname.lastname@example.org