Partner, CPA, FLMI
Her experience includes audit, tax return review, statutory reporting, ensuring clients meet various regulatory and governance requirements, agreed upon procedures, and evaluation of internal controls. Heather uses her 26 years of insurance industry experience and personal skills to ensure her clients feel listened to, informed, and valued. She believes that being responsive and providing value in a genuine and interactive way are keys to a successful business relationship.
In addition to client responsibilities, Heather is actively involved in recruiting new talent to the firm as she enjoys learning about people and helping them achieve their goals.
What was your first job growing up?
For seven years, starting at age 14, I worked at a supper club in Door County. Through the years I was a dishwasher, busser, cook, and waitress. It not only provided the means to pay for my college education, it laid a great foundation for a career in client service.
What do you like to do in your free time?
Spending time with family, traveling, sharing our cottage on the lake with family and friends, hiking, working out, and being outdoors (preferably by a body of water).
What is your favorite quote?
Live life with no excuses, travel with no regret. – Oscar Wilde