Client Service Manager
Heather joined HJ Wealth Management in 2000 as our client relations specialist. She focuses on assisting clients with all aspects of The Progression of Wealth®. Heather is the first point of contact for all clients. She has regular contact with clients not only regarding account inquires, but also addresses any questions or concerns they may have in relation to their Progression of Wealth process. If Heather herself cannot assist, she ensures sure that the appropriate advisor works with the client to address their questions.
Heather is a key part of the Operations Team at HJ Wealth Management. Her daily responsibilities include, but are not limited to, establishing and transitioning new accounts and managing all documentation for new accounts. Heather also acts as the primary liaison to the various custodians HJ Wealth Management works with.
Internally, Heather works directly with the firm Principals and Vice Presidents in overseeing the management of the office. She maintains the operational functions for the firm and overseas the Human Resource aspects for HJ Wealth Management.
Heather graduated from Temple University in Philadelphia, earning a Bachelor’s Degree in Business Administration. Heather resides in Collegeville, PA with her husband Rob and is the mother of two, Hannah 7 and Kyle 5.
Professional Organizations & Leadership
- PA Life and Health Insurance License
- FINRA Series 65 License
- Series 11 (Professional Sales Assistant). This securities license enables Heather to take unsolicited securiteis orders for clients.
- Member of the National Notary Association
- Member of the Home and School Association at Holy Cross Regional School
To contact, call (484) 636-3434 or email email@example.com