Branch Operations Manager
As the Branch Operations Manager, Heather oversees development, coordination and supervision of our internal practices and procedures. Concurrently she serves as our Compliance Manager, Chief Marketing Officer, and internal IT coordinator.
Heather provides administrative support to advisors that are providing services for those with an interest or need for financial planning and/or insurance(s). Heather holds designations as a Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®) and Financial Paraplanner Qualified Professional (FPQP™).
Heather joined Phillips Financial in 2002 with prior experience in executive management, accounting, logistics and business operations.
Family, Friends, Gardening, Nature Walks, Genealogy, Community Service, Continued Education, Music, Social Events