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Simplified Financial Advice.

Meet Heather

 

Heather has been with Carson Wealth since 2009, as our Operations Manager. She considers one of the benefits of this position to be the opportunity to interact with clients. Her personable attitude is Heather’s first means to be both accommodating and expedient regarding her attention to clients’ requests.

Along with being Operations Manager, she has integrated payroll, event planning, client services and office management into the job description.

Heather attended Chatham University, where she studied Accounting. She currently lives in the Highland Park neighborhood of Pittsburgh. She enjoys traveling to visit friends and family.

 

Favorite holiday:

Thanksgiving

Favorite book:

The English Patient by Michael Ondaatje

Place Heather would most like to visit:

Great Barrier Reef in Australia

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