Heather works in our main office located in Everett, WA. She specializes in financial planning which includes working with our clients to prepare and analyze comprehensive financial plans. She also helps to manage our insurance division and enjoys assisting clients through this process. Heather serves as a member on the Madrona Financial Investment Committee.
Heather graduated as Valedictorian from University of Washington with her degree in Accounting and Finance. She loves working out, nutritional cooking, football (go Huskies & Hawks), interior design and doing fun activities with her son.
“Change is not a threat, it’s an opportunity. Survival is not the goal, transformative success is.” – Seth Godin