Love what you do, and you never have to work a day in your life”
Director of Culture
Heather embarked on her professional journey with The Tranel Financial Group in the year 2022. She has a background in entrepreneurial start ups and has a spirit to find solutions to help people. Throughout her career, she has consistently demonstrated her unwavering commitment to cultivating meaningful relationships with clients and her team. Her passion is to help people feel loved, significant and secure.
In her role as the Director of Client and Team Delight, Heather’s approach is anchored in a steadfast dedication to fostering a positive and exceptional work environment to create the best client experience. She is wholeheartedly dedicated to ensuring that clients not only receive financial guidance but also experience a profound sense of security.
Heather firmly believes that life revolves around connections, emphasizing the pivotal role that personal and professional relationships play. Guided by the mantra “Love what you do, and you never have to work a day in your life,” she strives to infuse every step of her journey with this philosophy.
Beyond the office, she finds joy in the outdoors and cherishes moments spent with her husband and kids. Whether it’s an adventurous hike or a simple family gathering, she believes in the power of quality time.
Client Delight and Team Satisfaction