Team Profile

As a Senior Director with the Asset Management team, my goal is to bring my 15 years of experience in the financial industry into every interaction. Having served in both client service and operations, I am uniquely positioned to offer insight and help improve processes that support efficiency in practice and excellence in the client experience.

As part of the Armada Program, I am responsible for managing the relationships of this multi-advisor solution offered to high-net-worth individuals, family offices, endowments, and foundations. Armada is simply one more way Sequoia can enhance the experience and service we offer our clients.

Sequoia’s clients are our reason for existing and doing what is best for them is our primary goal. That’s why I strive to give my personal best to our clients and our teams. Clients can expect hard work, positivity, and efficiency from me because I am passionate about helping them move toward their financial goals.

Professional Accreditations & Education

  • Florida International University – Bachelors in Business with a concentration in Marketing
  • Series 7 (inactive) & Series 24 (inactive) Registrations

Up Close

  • Lives in Columbus, OH
  • Enjoys spending time with her family, and playing golf, tennis, and volleyball
  • An epicurean adventurer, Heather can often be found dining out and trying new restaurants