Heather joined Financial Advocates in 2012 as a LPL Financial Registered Principal. She brings over 14 years of experience in the financial service and banking industries to the team with a majority of her experience working with LPL Financial.
Heather provides high level customer service to our clients as a result of her experience as both a registered assistant and registered advisor. She holds her Series 7 and 24 registration with LPL Financial, Series 66 with Financial Advocates Investment Management and LPL Financial and she has earned her LUTCF designation.
Heather lives in Yelm, Washington with her husband, Joe and enjoys spending time with their 2 daughters and first grandbaby. Heather is a member of NAIFA and enjoys volunteering in the Yelm Community Schools.