Portfolio Administrator
Heather joined Acropolis in 2022 as a Portfolio Administrator. 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 10 years raising her 3 sons as her primary occupation. She graduated with a Bachelor’s in Elementary Education at Southern Illinois University in Carbondale.
Outside of Acropolis, Heather enjoys running, road cycling, traveling, and boating with her family and friends.