Peace of mind from
and CHIEF COMPLIANCE OFFICER
With more than 30 years as a licensed investment professional, Heather is Co-Founder of, and Chief Compliance Officer for, Milestones Private Investment Advisors LLC. These years of service have afforded her the opportunity to know multiple generations within families, deeply involved in architecting their desired financial outcomes.
"I am honored to have retained the family trust of younger generations when the reins are passed from the older generations. Client service and the client's experience is a cornerstone of our practice as we strive to make sure that every client knows they are a valued member."
Heather works to tailor portfolios to a client's investment objective and likes to be generous with her time right from the beginning – getting to know clients personally so as to best understand both their short- and long-term goals.
"It has always been my goal to communicate with clients in a style that is easy to understand so that my clients feel empowered after our conversations and not overwhelmed by their portfolio of investments."
Heather leverages her knowledge as an Accredited Asset Management Specialist(℠) from the College for Financial Planning® to more holistically help clients to improve their overall situation, outcome and future. She uses long term planning tools to help clients evaluate choices they'll need to make regarding when to retire, cash flow needs in retirement, education planning, etc. She likes to be the person a client wants to call when something significant happens in their life.