Heather has been working with Matt for over 20 years. She was Matt’s full compliance delegate while at Ameriprise and continues support in her role at Coign Capital. She received her Series 7, Series 66, Life & Health, Series 51 and Series 24. Heather is responsible for providing superior client service & overseeing the operations team.
When not at the office or on the sideline of a soccer field, Heather enjoys traveling, boating, paddle boarding & just being outdoors. She loves spending time with her husband, Jon, their three kids and their two dogs.