Heather focuses on small- to medium-sized businesses and their owners and provides them with tax planning, consulting, and compliance services. She is a true problem solver at heart and enjoys assisting her clients through complex transactions. Her goal is always to formulate the best plan possible so she can ensure her clients achieve the best results.
Years of Experience
23
Education
University of Memphis, Bachelor’s
Professional & Civic Leadership
- Executive Board of Directors – Chair Elect – Niceville-Valparaiso Chamber of Commerce
- Board of Directors – Executive Treasurer – The Taylor Haugen Foundation
- Board of Directors – President – Friends of the Niceville Library
Professional Credentials
Certified Public Accountant (CPA)
