Heather's Bio
Heather joined Perigon Wealth Management with a passion for creating seamless client experiences through strong operational execution. With more than a decade of experience in management, client service, and process improvement, she specializes in supporting advisors and clients through complex onboarding, account transition, and day-to-day operations.
Outside of work, Heather enjoys live music, traveling and experiencing new places, and values time spent with her family and pets.