As Senior Operations & Onboarding Specialist with over 14 years of experience, Heather plays an integral role supporting internal teams and advisors with a successful transition to NewEdge Advisors. Heather holds her life and health insurance license along with Variable Contracts, Series 6, and Series 63 licenses. Prior to joining NewEdge, Heather served as the Director of Client Relations at Northwestern Mutual.
Heather graduated from the University of Nebraska Omaha earning her Bachelor of Business Administration in Management. Heather grew up in Omaha, NE, where she currently resides with her family. In her free time, she enjoys spending time with her two daughters, jogging, camping, and staying active.