Director of Client Services
Firm co-founder, Heather Merchant is an experienced small business owner with over a decade in sales and marketing leadership within the hospitality industry . She works to ensure the firm is exceeding client expectations and is pushing to address future-oriented challenges and servicing capabilities. By combing their experience, Chris and Heather hope to provide a unique offering of top-notch financial advice delivered in a family-centered, service-oriented atmosphere. Heather holds a degree from Longwood University. Active in the community, Heather is a 2019-2021 Board Member for Preservation of Historic Winchester.
For questions pertaining to the firms internal workings and client outreach marketing, please feel free to contact Heather anytime.