ParaPlanner / Portfolio & Investment Research Coordinator
Heather is responsible for providing portfolio research and analysis to Douglas Turner and other financial advisors affiliated with Western Wealth Advisors. She offers insight and analysis for existing portfolios and provides guidance for incorporating suggested securities in the advisor’s recommended models and portfolios.
Heather began working in financial services in 2000. She spent several years as a Commercial Credit analyst in the equipment-leasing arm of a major bank before joining a high net-worth wealth management firm in Boulder in 2000. Heather joined Western Wealth Advisors' predecessor organization in 2006 and has developed considerable expertise in portfolio research and analysis.
Heather received her BBA in Finance from Kent State University and has continued her education by completing courses in financial planning with the College of Financial Planning in Denver. Additionally, she earned the CFS® (Certified Fund Specialist®) designation through the Institute of Business and Finance.
Heather resides in Arvada with her husband, Eugene, and their son, Tucker. In her spare time, she enjoys backpacking, hiking, camping, skiing and bicycling with her family.