Heather joined Peachtree Planning in 2015 providing sales support and service for Brian’s team. Her favorite part of her job is working directly with clients and being able to watch them reach their financial goals. Heather has a strong financial services background, working over 10 years at a brokerage firm in the Margin and Legal departments and as a Branch Operations Manager.
She and her husband, Denny, live in Roswell, Georgia with their border collie and, when they’re home from college, their two children. She is active in her church, St. Peter Chanel, and volunteers with supporting special needs families. She was also a Founding Board Member of the East Cobb Chapter of National Charity League, Inc.
Heather offers support staff services to the Peachtree Planning Agency and is not registered to offer products & services.