As a vital part of our team, Heather strives to build relationships with our clients and key personnel. She coordinates our office administration, including tax return processing and delivery, appointments and scheduling, client engagements, and more.
Heather possesses a finance degree with a Certificate of Director in Education Qualification and over ten years’ experience in client relations. She is a Wisconsin native and moved to Fernandina Beach with her husband and two children in 2015. Heather and her family spend much of their time at the beach and entertaining friends and family.