As our Operations Specialist, Heather provides support at Per Stirling by assisting a team of advisors and their clients in day-to-day operations. Her favorite aspect of her role is helping to fulfill clients’ and advisors’ needs, and being part of the growing Per Stirling Team.
Heather brings over 19 years of experience in the financial industry, has her Series 7, Series 63, and Series 65 licenses, and graduated from Tarleton State University in 2014 with a Bachelor of Science in Business Administration. Since joining Per Stirling, Heather’s knowledge has continued to grow and in 2018 she obtained her FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ (FPQP™ ) designation.
Originally from San Antonio, Heather has lived in the Austin area since 2006. She enjoys volunteering with the Austin Aggie Mothers’ Club and the Hutto Womens’ Alliance, and in her spare time Heather enjoys watching Aggie football, playing with her pets, creating homemade cards, and spending time with friends and family.
Others would often describe Heather as intelligent, friendly, and having integrity.