Portfolio Advisor
Heather joined Acropolis in 2022 and works in the role of Portfolio Advisor. She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. Heather enjoys helping clients and acting as the intermediary between clients and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Prior to joining Acropolis, Heather spent ten years raising her three sons as her primary occupation. She graduated with a Bachelor’s in Elementary Education at Southern Illinois University in Carbondale, graduating cum laude.
When not serving her clients, Heather enjoys running, traveling, and boating with her family and friends.