About
Heather has been in the financial services industry since 2005. She’s spent time working in 401k recordkeeping, as well as managing employer-sponsored benefit plans. Heather holds her Series 7* and 66* Securities Licenses, plus Life and Health licenses.
As a Client Service Associate at Frandsen Investment Services, she helps advisors put their clients' financial plans into action from setting up accounts to following through with transfers or withdrawals, while preparing, reviewing, and monitoring income plans throughout the year. Throughout her career, Heather has established close relationships with many clients, including celebrating important milestones like purchasing a new home or the birth of a grandchild. She loves the fact that each client has a unique story and enjoys helping them pursue their goals.
In her free time, Heather enjoys spending time with her family and being outdoors skiing, golfing, and coaching youth sports.
