Paraplanner
Heather@elevationcapitalstrategies.com

Heather is our Paraplanner here at Elevation Capital Advisory, joining the team in 2021. Before joining the team, she worked for a tax attorney for 15 years. Heather specializes in data entry and planning.

She helps advisors with planning and preparing for appointments, opening and servicing new accounts, prepping paperwork, and generally lending a hand to anyone who needs it.

In her free time, Heather enjoys spending time with her husband, three daughters, grandson, and pets. When the weather is nice, you can find her outside camping, hiking, and fishing/hunting. If she cannot be outdoors, she also loves to go shopping with her daughters or just stay home with her dogs and cat.