Heather is an Associate Wealth Advisor in the Hingham, Massachusetts office. Collectively she has an extensive background spanning 16 years of financial services industry experience and over 20 years of direct customer service experience. Her breadth of professional work experience includes: business analytics, family office relationship management, client service operations, business development, investment sales and creating firm operational efficiencies.
Heather’s creative and relationship focused mindset offers a unique perspective for clients as well as Claro Advisors. She is very passionate about cultivating and supporting her client’s financial future. Prior to joining Claro Advisors, Heather was a Senior Associate at Twin Focus Capital Partners, a family office registered investment advisor in Boston, Ma. To date she has attained the following financial securities licenses: FINRA Series 7, FINRA Series 63, Series 65 and is currently pursuing the Certified Financial Planner designation.
Heather graduated magna cum laude from Framingham State University with a Business Administration degree and currently resides on the south shore. In her spare time, she enjoys competing in 5K races, sailing, hiking, and playing tennis.