Heather has spent 15 years in the financial services industry, beginning as a customer care representative in 2004. Since then Heather has worked as a senior client associate and branch office coach at large firms including Merrill Lynch and Arvest Private Banking. Over the years she was responsible for opening and closing of accounts, closing real estate loans, ongoing client account service, trading, employee training, insurance and annuity recommendations, and maintaining knowledge of industry standards.
She joined the Cabana team in early 2018 as a vice president of operations. She lives in Northwest Arkansas with her husband, son and daughter.