Heather Rivera, FPQP®, CSRIC®, ABFP®, M.Ed.

Director of Operations, Client Service Specialist

Heather excels at tying up loose ends and creating systems that prevent things from falling through the cracks. Once she understands how something works, Heather has a knack for breaking it down into its simplest parts and then making it better while putting it back together. Her primary role is Director of Operations, managing the Client Service Specialists, but she also serves as a CSS herself, guiding new advisory firms through the onboarding process and assisting current advisors to operate at peak efficiency.

Originally from New Jersey, Heather also lived in Texas and Ohio before moving to Southwest Florida to care for her father. An artist at heart, Heather can frequently be found creating something - most often cold fusion art jewelry. She believes that life is an adventure and is in the process of a bucket list international waterfall extravaganza. She also has been known to take flight, whether it’s jumping out of a plane, climbing a tree, parasailing, or flying upside down in her yoga arm balances and inversions. Senior dogs are her jam, so there’s usually at least one older rescue dog along for the ride.