General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Managing Director for Emerj360 – a division of Trust Point, Heather is responsible for management of the division, new business development and the expansion of Emerj360’s many services, as well as strategic planning. She helps investors from retirees to people nearing retirement to younger investors setting the course for retirement savings. She also advises on 401(k) rollovers, when to take Social Security and how to save for college expenses. Heather and her team often present financial education seminars for clients and community organizations.