1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246
Heather has been a part of the wealth management industry since 1998, providing financial and estate planning services to high-net-worth families. She coordinates investment management with tax, retirement, financial education and estate planning.
She is a member of the Investment Management Consultants Association. Heather is a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth AdvisorSM (CPWA®).
Heather is the 2007 recipient of the BKD PRIDE Award, a prestigious award given to a BKD employee who exemplifies the firm’s values: passion, respect, integrity, discipline and excellence.
She is a 1997 graduate of The University of Kansas, Lawrence, with a B.S. degree in accounting and business administration.