Chief Compliance Officer/Relationship Manager/Operations Associate
Heather joined Legacy in 2017 with a robust background in customer service, management and marketing. As a Relationship Manager and Legacy’s Chief Compliance officer, she is instrumental in the logistics and quality control of daily operations as well as in providing the very best client relationship experience. Heather has lived in the Kansas City area for most of her life. She graduated from the University of Kansas in 2000 with a BGS in Psychology.
Heather resides today in Spring Hill with her husband Jesse, son William and Shih-Tzu Kona. Outside of the office, she enjoys spending time with family and friends, decorating projects, shopping and movies. Heather is a passionate member of the Legacy family and displays it daily while helping others achieve their financial goals.
Certifications and Licenses: Series 66 Securities License
Email Heather: firstname.lastname@example.org