Heather brings uncommon dedication to creating an exceptional client experience at Confluence Financial Partners. Her experience, commitment and talents are instrumental in setting the heightened standard of service our clients have come to enjoy.
Heather adds close to two decades of financial services experience to the Confluence team. She began her career in client services at Wells Fargo Advisors in 1999, before joining Confluence Financial Partners in 2007. Heather earned her degree in accounting and finance at Sawyer Business School.
Heather lives in Elizabeth with her four children, Camden, Emma, Blake and Mason. Actively engaged in her community and her church, she is vice president of the First Catholic Slovak Ladies Association and a member of St. Michael’s Church. Heather is also a partner of TriBella’s Dance Academy.