Client Service Assistant
Heather joined LFG in March 2012 and provides invaluable support to all of our staff and maintains communication with our clients. You are likely to encounter her upbeat and energetic presence on the phone when you call our office. She is responsible for booking appointments, compiling data for client reports, arranging client education events, sending out weekly market commentary and other articles, disseminating quarterly reports and following up with clients.
Prior to working at Lifetime Financial, she worked in the real estate and customer service fields. Heather is a 2006 graduate of Purdue University and holds a B.A. in psychology and minor in sociology. In her spare time, she enjoys watching movies with her husband and two cats and playing guitar.