Owner & Daily Money Manager
Heather has a decade of experience in the financial industry. She has a background in wealth management, investments, trusts and banking. She is currently a co-owner of a local investment firm, Aventail Wealth Management, LLC. Heather believes in helping those in need and giving back to the community. She is currently serving as Secretary of the Greater Auburndale Chamber of Commerce board of directors, as well as President of Winter Haven's Women's Resource Center board of directors. Heather is also a member of the American Association of Daily Money Managers.
After a decade of experience in the many facets of the financial industry, Heather created Atlas Financial Consulting, LLC. She loves serving her clients as a Daily Money Manager because it gives her the ability to work hands-on with her clients and make a difference in their financial lives. She strives to alleviate the burden of her client's day-to-day financial tasks, so they can shift their focus to living a more fulfilling life.
What I Specialize In
Create & Implement Budget
Monitor & Pay Monthly Bills
Negotiate with Creditors
Organize Electronic & Physical Files
Quotes Atlas Financial Consulting Lives by:
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
- Alexa Von Tobel
"Someone is living in the shade today because someone planted a tree a long time ago."
- Warren Buffett
“What matters is that you master money and it doesn’t master you. Then you are free to live life on your own terms.”
- Tony Robbins
GET IN TOUCH
We'd love to hear from you