Heather Schaul

Heather Schaul has the privilege of serving the financial advisors and institutions with whom she works by leveraging the experience and knowledge she’s gained from two decades at the firm to respond to business challenges and opportunities. Her familiarity with disciplines ranging from technology and branch operations to practice management and education provides a strong foundation for encouraging business growth and resolving problems.

Heather earned a bachelor’s degree in family and consumer sciences from Florida State University in Tallahassee, Florida, as well as a master of arts in human resources management and a master of arts in human resources development from Webster University. She also holds Series 7, 9, 10, and 66 licenses, as well as the Registered Corporate Coach (RCC^® ) designation.

Heather and her husband Oliver are avid travelers and can often be found on an adventure or planning the next one.