General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
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.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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