How I got here:
“I spent nine years of my professional life (13 if you count my work-study jobs) as a Financial Aid Administrator in Higher Education. I always enjoyed helping families navigate the Financial Aid process, as well as streamlining various processes within the office. I was looking for a way to broaden my financial knowledge when I found Rockbridge. It has been the perfect fit for me professionally, and our investment philosophy aligns with my personal belief of always putting the client’s best interest first.”
Favorite part of the job:
“I really enjoy helping people and building relationships. It makes me feel great being able to help clients and get to know them.”
Business Administration (A.A.S.) SUNY Morrisville
Business/Public Management (B.S.) SUNY Institute of Technology
Beneath the surface:
Heather and her husband John live in Liverpool with their two dogs, Dory and Harvey. They enjoy all kinds of adventures, including camping and hiking, as well as spending time with family and friends. Heather has been involved in dog sports, including Agility and Weight Pull for many years, and also teaches dance.