Heather has been with Aptus Wealth Planning®️ since 2009, as our Director of Operations. One of the benefits of this position is interacting with clients; her personable attitude is Heather’s first means to be both accommodating and expedient regarding her attention to clients’ requests.
Along with being Director of Operations, she has added integrated payroll, event planning and office management into the job description.
Heather attended Chatham University, where she studied Accounting. She previously held positions as a payroll/tax assistant and retail service specialist. She currently lives in the Highland Park neighborhood of Pittsburgh.
The English Patient by Michael Ondaatje
Place Heather would most like to visit:
Great Barrier Reef in Australia
Request an Appointment
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.