Heather grew up in California and spent 15 years working in the insurance industry, where she helped families with insurance and estate planning. Heather joined the KFG team in 2021 and helps support the business from customer service to marketing and business development.
Heather works closely with Bryan to provide our clients with personalized investment solutions tailored to their unique needs. Heather’s experience and skills are invaluable to our team and help us deliver exceptional service to our clients.
She has been an active Jewish community leader in several states, including Maryland, Florida, Seattle, and San Francisco. Heather is passionate about giving back to her community and has volunteered with many non-profit organizations throughout her career.
In her free time, Heather enjoys cooking, crocheting, and spending time with her children and grandchildren. She believes that a balanced life is crucial to success and encourages our clients to prioritize their personal lives along with their financial goals.