Director of Client Service & Chief Compliance Officer
Heather joined Legacy in 2017 with a robust background in customer service, management, and marketing. As a relationship manager and Legacy’s chief compliance officer, she is instrumental in the logistics and quality control of daily operations, as well as in providing the very best client relationship experience. Heather has lived in the Kansas City area for most of her life. She graduated from the University of Kansas in 2000 with a Bachelor of General Studies in psychology.
Today, Heather resides in Spring Hill, Kansas, with her husband, Jesse, son, William, and two Shih Tzus, Kona and Sasha. Outside of the office, she enjoys spending time with family and friends, decorating, painting, and listening to music. Heather is a passionate member of the Legacy family and displays it daily while helping others achieve their financial goals.