As a New Business Case Manager, Heather serves as the central point of contact for life insurance cases, helping ensure nothing falls through the cracks. From application submission to policy issue, Heather manages timelines, communicates with carriers, and supports advisors with clear updates and solutions-driven follow-through.

Heather resides in Hewitt NJ, where you can find her spending quality time with her husband and their two rescue dogs, Jax & Nova.