Meet Our Advisors
Helping You Find Your Path to Financial Freedom
2900 Decker Drive
6903 Atascocita Road
A lifelong resident of the Baytown area, Heather draws on her nearly 20 years of financial services experience working with a diverse clientele to help pursue our clients unique financial goals. Heather guides clients through each financial stage of their life using a goals based process evaluating a client’s current financial and life situation while analyzing their needs and personal risk tolerance. Heather’s recommendations are grounded in a financial planning approach when suggesting strategies clients can use to pursue their goals and objectives. These strategies include options that provide strong current income, income tax reduction strategies, retirement income planning, asset allocation, long term care planning and tax efficient strategies to transfer wealth to the next generation.
You can meet Heather at the Atascosita, Crosby, Mt. Belvieu and Hwy 146 locations.
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*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. Community Resource Credit Union and CRCU Retirement and Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CRCU Retirement and Investment Services, and may also be employees of Community Resource Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Resource Credit Union or CRCU Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Community Resource Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit here for more detailed information.