Heather began her career in the financial services industry in 1992. Her previous positions have included Registered Sales Assistant, Registered Principal and Branch Manager. She joined Discovery Financial, LLC in 2007 as an LPL Registered Investment and Retirement Consultant.
She provides comprehensive client service support, including account review preparation and scheduling, new account openings and processing. Heather also provides direct support to David Muilenberg and is the first point of contact for client requests and questions. Additionally, she is responsible for maintaining all compliance standards and files.
Heather has a Bachelor's Degree from Grand Valley State University in Allendale, MI, and holds the following securities registrations and insurance licenses: FINRA Series 7, 63 and 24*; Michigan Accident, Life & Health Insurance and Variable Annuities.
Heather lives in the Greenville area with her husband, Bill, and their two children, Billy and Nicole.
*Securities registrations held with LPL Financial.