Heather helps investors from retirees and people nearing retirement, to younger investors setting the course for retirement savings. She also provides guidance on 401(k) rollovers, when to take Social Security, and how to save for college expenses. Heather and her team often present financial education seminars for clients and community organizations.
Heather attended UW-Whitewater where she earned her Bachelor’s and MBA in Business Management. Heather is also a CERTIFIED FINANCIAL PLANNER® professional. She comes to Emerj360 with a background in the banking industry where she worked as a Business Development Banker at a community bank. After relocating from Milwaukee to La Crosse, Heather worked in Trust Point’s Wealth Management Department before transitioning over to Managing Director of Emerj360.
Heather was recognized as a Rising Star Under 40 in La Crosse in 2022 for her professional success, especially in the creation and launch of Emerj360.
Heather is on the Family and Children’s Center of La Crosse board and the La Crosse Children’s Museum Board, currently serving as Treasurer. Heather can be found enjoying the summer months in her garden and enjoys running, hiking, and kayaking.