“Life is short, and time goes by much too fast. Although I have heard this said my entire life, only as I have gotten older have I come to truly understand the value and the meaning of those words. I love working with my clients and helping them to plan for their tomorrows while living for and enjoying their todays…”
JOIN DATE: 1997
As a senior financial planner at Willow Creek, Heather helps individuals and families pursue their life’s goals by combining far-reaching financial planning, structured asset management, empathetic advice and plainspoken common sense into personalized wealth strategies.
Before joining Willow Creek, Heather was a controller for West County’s Palm Drive Hospital. She holds a bachelor’s degree in business administration from Humboldt State University. She also is a CERTIFIED FINANCIAL PLANNER™professional and a CERTIFIED DIVORCE FINANCIAL ANALYST™, She is currently a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
ON A PERSONAL NOTE: Heather is a Sonoma County native who lives in Healdsburg. She holds her black belt in Taekwondo and enjoys hiking, golfing, reading and snowboarding. Heather is proud to be an inaugural member of the Impact 100 Redwood Circle, a group of women transforming Sonoma County through collective philanthropy.
The recent passing of the “Queen of Soul” arrived with some surprising news. With an estimated $80 million estate, Aretha Franklin died without a will or a trust. Rock and roll star Prince left his heirs in the same lurch a few years ago. Other celebrities who died without a will (intestate) include: singer-songwriter-congressman Sonny […]
Whether or not you suffered losses in the recent fires, every resident in Sonoma County has been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced this disaster […]
You’ve saved. You’ve invested. You’ve worked hard. But somehow, you fear there won’t be quite enough income to live on comfortably when you retire. What can you do? Though we would only recommend this option under very specific circumstances, a reverse mortgage is a planning tool that can enable you to borrow against your home’s […]