She wants to provide clients with the security, service, and support that she wants for herself and her loved ones.
Joined Lido: 2023
Homebase: San Diego, CA
Professional Focus: Heather strives to provide exceptional client service with a focus on relationship management.
Previous Work Highlights: Extensive experience in financial services, including roles with First Republic, Wells Fargo Advisors, Kestra Financial, and Morgan Stanley.
Personal Facts: Heather and her husband have been best friends since they were 14 and have now been married for over 28 years. She enjoys spending time with her husband and daughter, reading, and traveling. Heather was also an extra in the movie Jaws 3-D!
