Meet Heather
I joined SRQ Wealth in December 2022 as a Relationship Manager and have enjoyed collaborating with our growing team to ensure clients receive exceptional service. I provide ongoing support to clients, by implementing meeting outcomes, and assist in the financial planning process as needed. My goal is to consistently deliver exceptional service and create a client experience that exceeds expectations.
Before joining SRQ Wealth, I spent over ten years in the mortgage lending industry, most of those as a conventional and VA underwriting specialist. Fun fact: in my twenties, I taught ballroom dancing—a passion born from my childhood dream of becoming a Solid Gold dancer.
My faith and family are my top priorities. I’m the oldest of four siblings and love spending time with my seven nieces and nephews, who I adore. Originally from the heart of Kansas, I spent twelve years in Kansas City before relocating to Florida in 2005, to be closer to my parents. I now attend Bayside Church and appreciate its warm, uplifting community.
Outside of work, I enjoy walks with my dog Hutch, sipping coffee while listening to jazz, attending live music, and cheering on the Kansas City Royals. I’m also working my way back into the gym—I’ve always loved weightlifting and believe it’s especially important for women in midlife and beyond. I frequently visit our family cabin in Blue Ridge, Georgia, where I soak in the mountain views, tall trees, and peaceful wildlife. It’s truly a breath of fresh air (and the nearby wineries don’t hurt either!).