Going Above & Beyond
The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none.
By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges.
You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life.
Meet the Team
Relationship Manager/Office Manager
Heather’s contribution to the team is twofold. As a Relationship Manager, she works tirelessly to develop positive relationships with the clients she serves and enjoys caring out plans that will help meet their needs. In her role as Office Manager, Heather applies her knowledge of the financial services industry to help ensure that clients have a smooth experience. She is passionate about providing those she serves with administrative assistance and enjoys making the financial planning process a seamless one. She also prides herself on her efficiency, which enables her to get things done quickly, correctly and in a pleasant manner.
Heather joined Affinity Wealth Partners in December 2017. Each day, she assists her team’s financial advisors, sets up new accounts, answers phones with a warm smile, and helps clients with things such as transferring funds and printing checks. Heather also holds her real estate license and has been a member of the Board of Realtors since 2011.
Born and raised in Springfield, Heather still calls it home with her husband, Jim, and their sons, John, Corey and Evan. She stays active in her community, enjoys spending time with family and friends, and watching her kids play soccer.
– Nicholas Sparks
“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”