Meet Heather


I joined the SRQ Wealth team in December 2022 as a Client Relationship Manager. I’m involved in planning support for all current and future clients, which includes implementing the results of client meetings, and providing additional support to both the team and clients as needed.

Prior to joining the SRQ Wealth team, I spent more than a decade in mortgage lending. I grew up a true “tomboy” in Kansas, the oldest of my three siblings, and relocated from the Kansas City area down to Florida in 2005.

I enjoy staying fit by lifting weights and am a former runner who just enjoys a leisurely walk these days. I love attending MLB baseball games (Go Royals and Rays!) and do my fair share of DIY projects for my current home in the Lakewood Ranch area, where I currently reside with my dog, Hutch. I frequently visit Blue Ridge, GA for the scenic hiking, multiple wineries and overall relaxing mountain atmosphere.