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Lift Your Legacy Podcast with Rabbi Jacob Rupp


Feb 4, 2019

I’m continually in awe of Heather as she’s such an inspiring leader, dedicated wife and mother of three, mentor, presenter, community supporter and volunteer. A popular speaker (and frequent traveler), Heather presents at approximately 50 events a year.

A 29-year veteran of the male-dominated wealth brokerage industry, Heather has garnered success in each of her senior roles including premier manager, complex manager, and regional president to her current position as head of client experience and growth. Her current role includes responsibility as a managing director and earned her a seat on Wells Fargo Advisor’s Operating Committee, of which there are less than 20 members.

Throughout her career, Heather has earned a wealth of awards, honors and accolades but she would tell you that she feels the most pride in helping others, particularly women, achieve success and happiness in their careers. In addition to her busy work and travel schedule, she serves as an active mentor to five-10 women at any given time. In fact, Investment News just announced her as among its “2018 Women to Watch” and she will be honored at a luncheon in NYC in March.

In this episode, we cover

1. Why marrying the right person is the most crucial thing you will do in your life, and how to find the right partner.
2. How to find the job of your dreams, and the steps it takes to get there.
3. Why working moms have the most unique opportunity in history to achieve success and balance in both.