Heather brings over a decade of experience in property management, business development, and client services to her role as Client Relationship Manager at Pinnacle Private Wealth Advisors. Her entrepreneurial background has equipped her with a deep understanding of client needs and the importance of strategic communication. She oversees client outreach, introducing fun and engaging ways to connect, and curating thoughtful gifts to show our appreciation. Known for her warm, client-focused approach, Heather is passionate about making every interaction feel personal and valuable.
Beyond her professional work, Heather enjoys traveling, golfing, and reading, as well as spending quality time with her husband, Matt, their two children, and their dog. She finds joy in giving back to her community through substitute teaching at her children’s Catholic school, and brings that same spirit of care and connection to her work with Pinnacle.
