About
Team
Heather is part of a collaborative network of CDFA® professionals and other specialists – including family law attorneys, estate planning attorneys, CPA’s, therapists, elder law attorneys, real estate agents, and reverse mortgage specialists. Together, they use a team-based approach to provide comprehensive support for clients navigating divorce. This collaboration allows Heather to balance ideas, share insights, and offer well-rounded guidance. Clients and fellow professionals alike value this integrative approach as it ensures every aspect of the client’s financial and personal well-being is addressed thoughtfully and effectively.
In addition to collaborating with divorce professionals, Heather is a Wealth Management Advisor with The Piedmont Group, an unaffiliated company, and often helps her clients transition into their new lives so they can achieve financial stability