As a Certified Public Accountant (CPA and Main Street Certified Tax Advisor (MSCTA), and certified REO property specialist, Heather specializes in guiding business owners and real estate investors toward better financial and organizational decisions. Heather specializes in tax saving strategies that significantly impact the bottom line and build wealth along the way.

Heather brings a wealth of experience to the table, having served in various financial roles including financial director, vice president, treasurer, and corporate and senior accountant. She holds a Bachelor of Science degree in Accounting from the University of Utah David Eccles School of Business and is an active member of the California CPA Society, ensuring that she stays at the forefront of industry trends and best practices.

When she's not immersed in financial and tax strategies, Heather is pursuing her 2nd degree Black Belt in taekwondo, a journey that reflects her commitment to focus and self-improvement. She also finds joy in outdoor adventures like hiking, camping, and biking, as well as indulging in proper afternoon teas, baking delicious treats and savoring good music. Her sense of humor shines through in moments spent browsing greeting cards with her kids, sharing laughter over witty cards that capture life's lighter side.