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.