Heather holds degrees in psychology and biology. She serves as both underwriter and director of new business at Windsor Insurance, a BGA. She has fourteen years of experience in the insurance industry. She holds both FALU and FLMI designations.
For AdvisorServe, Heather serves as the primary in-house underwriter. Heather has advanced experience and knowledge of the life insurance industry on the brokerage general agency level. She has technical underwriting expertise as well as the ability to negotiate with top-level carrier underwriters for the best possible rate classes. She also has management experience in the insurance and social services industries.