425.709.2345 Ext. 102
425.709.2345 Ext. 108
As a Client Service Coordinator with HWA, I take care of implementing any actions that need to take place in your accounts. With an extensive investment background, I can help answer questions, transfer funds, open accounts, or anything else that you might need assistance with. As a mother, I spend most of my free time chauffeuring, feeding, and funding two delightful teenage sons.
425.709.2345 Ext. 106
As the first point of contact at HWA, it’s my role to ensure that you have the best client experience possible. Whether it be from the first moment you walk through our door or being on the receiving end of your phone call, I pride myself on excellent customer satisfaction. As a sports fanatic, you can often find me in a gym cheering on my daughter at her basketball games or somewhere rooting on our Seahawks!
425.709.2345 Ext. 115
As a Client Service Coordinator at Heritage Wealth Advisors, I am your go to for any of your client service needs, be it opening accounts, helping with rollovers or giving you updates, I am here to provide helpful and
accommodating service. As an avid golfer, I spend my free time roaming the freshly cut fairways on golf courses all over Washington with my brother and close friends.
425.709.2345 Ext. 111
As a Client Service Coordinator, I am excited to pursue HWA’s goal of creating a superior customer experience through answering any questions you may have regarding your account, our online tools and services, or anything else that comes to mind. On the weekends you can find me in the mountains hiking, skiing, or camping while exploring all the beautiful Pacific Northwest has to offer.
425.709.2345 Ext. 100
As Administrative Assistant, my goal is to provide you with the best client experience possible. I work hard to maintain a welcoming, efficient environment, and to ensure first-rate customer satisfaction. If I’m not outside exploring the Pacific Northwest, you can usually find me knitting, sewing, or quilting and quilting as I make my way through the pantheon of classic and modern film.
425.709.2345 Ext. 200
As the Client Service Manager, I am proud to be your liaison for excellent customer service in our Fresno office. My 16 years of experience in the financial services industry allows me to leverage my knowledge and experience to help all of our clients attain financial security. Outside of the office, you can find me watching baseball games,
Nascar races and reading books.