Heather joined TLWM Financial in July 2025, bringing a unique blend of operational expertise and client relationship management. With more than a decade of experience in management, training, and client success, she has led initiatives that improved efficiency, strengthened client satisfaction, and supported business growth. Heather is passionate about using her skills to create meaningful client experiences and streamline behind-the-scenes processes to ensure excellence.
Outside of work, she loves music, enjoys travelling, and spending time with her sisters and pets.
