Heather wears a few different hats as a Team Lead and Wealth Manager. Her primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, she works closely with the leadership team to ensure we are thinking proactively about the overall needs of the families we serve and providing a great overall client experience. Heather’s favorite part of the job is learning about families’ goals and being a part of helping them to achieve these milestones. Perhaps it’s buying a new house, starting a business, saving for children’s education, or making the transition into retirement. She finds it very rewarding to be alongside for the jour