Heather has spent nearly 15 years in the financial services industry, beginning as a customer care representative in 2004. Since then Heather has worked as a senior client associate and branch office coach at large firms including Merrill Lynch and Arvest Private Banking. Over the years she was responsible for opening and closing of accounts, closing real estate loans, ongoing client account service, stock market trading, employee training, insurance and annuity recommendations, and maintaining knowledge of industry standards.
Heather is FINRA Series 7 (General Securities Examination) qualified, as well as FINRA Series 65 (Uniform Investment Adviser Law Examination) qualified in the state of Arkansas.
She joined the Cabana team in early 2018 as a vice president of operations. She now leads Cabana’s operations department, focused on both Cabana clients and sub advisory clients and advisors. She lives in Northwest Arkansas with her son and daughter.