Client Service Associate/ Paraplanner
Heather is a Client Service Associate/ Paraplanner in the Houston office for Angeles Wealth Management. Heather comes to Angeles with over a decade of experience in providing financial planning and wealth management solutions to clients. Prior to joining Angeles, Heather spent 11 years with United Capital Investment Advisers; and an additional three years as part of the Personal Financial Management group after United Capital was acquired by Goldman Sachs. Heather studied psychology at Tulane University, and is pursuing a degree in economics and business at the University of Houston.