Professional qualifications

Heather has worked for the Hardee Investment Group since 2007. She began her career as primary backup support for the team’s administration and operations, which provided a solid foundation of the inner mechanics of a client-centric team. She transitioned into an advisory role upon the completion of RBC Wealth Management’s Associate Financial Advisor program in 2010 and now is one of the primary relationship managers for our client base and is responsible for conducting client meetings and reviews.

Heather is passionate about working with family matriarchs, divorcees and widows and multi-generational families. She balances thoughtful financial guidance with a high level of care and concern for each of her clients. Heather specializes in the development of WealthPlans and helps clients with asset protection and tax-considerate legacy transfer through life insurance and long-term care opportunities.

Heather earned her Bachelor of Business Administration degree in finance from Sam Houston State University, as well as a Master of Science degree in hospitality management from the Conrad N. Hilton College, University of Houston. She passed the Series 7 and 66 exams and is insurance licensed.

Personal

While not a native Texan (the only one on the team) Heather got here as soon as she could and has called Houston her home for almost 40 years. She and her husband, James, live in Sienna with her daughter, Ellie. Heather is highly active in her church community serving within the children’s ministry as a children’s church team member. She has previously served as a deacon and looks forward to the opportunity again. When not working, Heather enjoys cooking and spending time with her family and friends, and has a passion for planning and executing elaborately themed parties.