Heather is a founding partner and Vice President of Prevail Strategies. With over 20 years of experience, she lives and breathes the importance of family. She specializes in out-of-the-box strategies to transition clients from investments based on traditional financial theory to a plan that creates wealth, provides a tax-free asset for income, and delivers a lasting family legacy. She is one of the primary architects of Prevail’s core strategies, is an award-winning perennial industry leader, and has obtained her Chartered Life Underwriter (CLU). Heather strives to educate clients and business owners on diversification, risk protection strategies, and how to innovate the process in which Prevail engages clients. Heather calls Village of Loch Lloyd, MO home and spends most of her free time playing golf. Her love of the outdoors passed on to her son, Caden, who moved to Wyoming to become a hunting and fishing guide.
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