Heather is a Lead Advisor. She earned a degree in Finance from Bentley University and a MBA in Finance from Southern New Hampshire University. Heather also holds the CFP® professional designation. Her work experience includes being a controller at a hospital, a controller for a large regional health care nonprofit, and a financial advisor with a large national firm. Since 2006, Heather has been a Trustee of the Trust Funds for the Town of Cornish NH. Heather, her husband Mike, and their daughter enjoy hunting, fishing, camping, the Red Sox and Dartmouth hockey.