Co-Founder, Director of Client Services
Hello, my name is Heather. I’m the Director of Marketing and Client Services. I oversee the backstage operations of Hunt Country Wealth Management. It’s my job to develop our programs and bring awareness to our brand so people like you who need discerning retirement advice can find us.
After seeing many clients navigate the journey to retirement, I’ve noticed that today’s generation of retirees don’t plan on riding quietly off into the sunset. Rather, they’re looking forward to launching the next great chapter of their lives on their own terms. Many of these individuals have handled retirement savings on their own up to this point. Now they just need a little guidance making the transition into retirement and some support to make sure they stay on track along the way. If that sounds like you, you’re in the right place.
In addition to managing our digital channels, I’m an expert in creating unique client experiences. My professional background is in director-level positions within the hospitality and travel tourism sector. I’ve also been a small business entrepreneur for nearly the last decade. My educational background is in anthropology. That combination is something you won’t often find in the financial services industry. My fresh perspective helps the firm design programs that are more about humans than numbers and helps us stay focused on the people behind our plans.
To that end, I’ve worked side-by-side with Chris to package his ideas, philosophies and investing systems into useful tools and proven processes that our firm now utilizes to help guide our clients down a path to retirement. We’ve packaged these unique experiences into our signature processes including our Sovereign Series™ Retirement Plan, 90-Minute Strategy Session and our Guided Investing™ framework.
I’m an adventurer and explorer at heart, so I absolutely love talking to our clients about the interesting trips they’re planning to enjoy with their newfound freedom in retirement. Outside of work, I have the big challenge of navigating the life of a business owner while also being the mother of our four-year-old boy who is an adventure unto himself.
Be comfortable being uncomfortable.
This is a mindset Chris and I have always shared. I learned this lesson long ago when I took my first steps to start my own business several years before we established Hunt Country Wealth Management.
It’s a difficult thing to leave the comfort of a 9-to-5 job, but I knew I wanted the freedom to create my own future. From time to time on especially hard days, Chris and I remind each other of this. What we are really telling each other is that we don’t want to trade the opportunity to make a larger impact on the world for the comfort of playing it safe. Playing it safe is often an illusion, anyway.
Retirement is a huge life transition. It’s normal to feel the fear of the unknown. But keep in mind that fear creates an impulse to seek security and play it small. That impulse may lead to making poor financial decisions. Don’t be afraid to live a big life (whatever that means for you). With our financial plan behind you, there’s no need to make rationalizations for settling.
People tend to gravitate toward people with similar values. I think that’s why we have always enjoyed working with clients who embrace a sense of adventure and see their future in retirement as a fun and exciting time.
We love helping people take those steps. Life is an adventure, so go and live it!
May your retirement be the best days of your life.
Let’s help you navigate the road ahead…
We believe retirement should free you. It all starts with a plan.
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