Director of Client Services & Compliance
The consummate professional, Heather is indispensable in managing all aspects of the firm’s compliance, administration and marketing responsibilities, for which she is well qualified. Heather joined Centerline Wealth Advisors with Andy and Matt from UBS where, as a Client Service Associate, she handled daily client support and communications as well as contributing to the success of key marketing and event planning initiatives.
Her educational background is equally impressive; Heather earned an M.B.A. at Webster University and a B.S. in Political Science at the University of Louisville. Heather is a lifelong resident of Louisville, where she and her husband are raising their son and daughter. An avid sports spectator, Heather enjoys spending time with family and friends, both indoors and out.