Owner & Daily Money Manger
Heather 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 is also a member of the American Association of Daily Money Managers (AADMM). As a member of AADMM she is held to their Standards of Practice and Code of Ethics. Each AADMM member is required to pass a biennial background check to ensure each member is continuing to uphold the credibility and integrity of our profession.
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 with her clients hands-on 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.
Not only does Heather have a heart for her clients, but also believes in helping those in need and giving back to her community. She is currently serving as secretary of the Greater Auburndale Chamber of Commerce board of directors, as well as a board member of Winter Haven's Women's Resource Center.
Heather is a newlywed. She and her husband enjoy spending time in the outdoors camping, hiking, hunting, and fishing. She also enjoys all sorts of crafting; painting, woodworking, etc.
What's in a Name?
Heather chose the name "Atlas Financial Consulting" because she is passionate about helping her clients no matter where they are on their financial journey.
The logo includes a branch and an antler. Both reflect growth, and our goal is to grow our client's financial confidence and regain their independence to live a more freeing and fulfilling life.