Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks.
Heather joined Cambridge in 2012 and has more than eight years of experience in the financial services industry. In her current role, Heather assists us with administrative responsibilities including account management, reporting and planning, communication, and client management. Additionally, she has completed the Cambridge Client Service Excellence (CCSE) certification training.
Heather currently lives in southeast Iowa, where she enjoys running and spending time with her husband and three children.