Meet Heather


I add value for our clients by treating each client with respect and as a unique individual. Handling each client’s needs in accordance with what is most beneficial to them individually and building solid relationships in the process.

I graduated from Arizona Western College with honors receiving my Associates of Arts in Psychology/Sociology. I am new to the financial services field but enjoy what it has to offer. After a 15 year stay at home mom position, I took on a job at Arizona Western College working with the residents who live on campus. After three years in the college scene I decided to reach further and landed at Yuma Investment Group. Financial services has been a very enjoyable and rewarding career path and I am looking forward to where it will take me.

I am very passionate about life in general. My family and friends are the most important to me and I enjoy making memories with them.


Favorite Food:


Best piece of financial advice received:

Invest in yourself more.

Favorite quote:

"Every day may not be good but there is good in every day."

If you could meet anyone, past or present, it would be:

Marie Curie

Hidden talent:

Cake Decorating

Favorite book:

Creativity Inc. by Amy Wallace & Edwin Catmull

Favorite movie:

Willie Wonka & the Chocolate Factory – The Original

Favorite TV show:


What motivates you:

My Kids

Favorite holiday:


Something on your bucket list:

Travel to Europe

Place you’d most like to visit:


Biggest accomplishment:

Raising 5 amazing children

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.