Working with the senior-level management team, Heather plays a critical role in helping the office operate smoothly and efficiently. She takes pride in providing expedient, thorough and friendly service to clients and all other partners. Establishing and maintaining strong relationships both internally and externally is important to her.
Heather is also one of the “behind the scenes” members caring for your accounts with a wide range of responsibilities, including deposit and withdrawal notifications and account reconciliation.
Heather prefers to engage in a variety of tasks and successfully coordinates executive schedules and prepares meeting materials for clients and larger group presentations. She particularly enjoys helping people get things done and effectively connecting you to the person best suited to provide answers or help.
- James team member since 2002
- B.S. Business, Wright State University, Ohio
Away from the office:
Heather enjoys long walks with her husband and dog. Her hobbies include cooking and watching her three sons play sports.
Meet Our Team