Heather has 15 years of experience in the financial services industry, with a specialty in practice management. She integrates proper coaching, consulting, and accountability within advisors’ practices to provide them with the necessary tools for success. Heather is a Registered Corporate Coach and holds her Series 99 and Series 7 licenses. Learn More
Toll Free: 800.440.1088
Voice: 480.949.1088
Fax: 480.949.2427
18700 N. Hayden Rd., Suite 310
Scottsdale, AZ 85255
The Quantum Group, USA, LLC, an Arizona limited liability company. In CA, d/b/a Quantum Distribution & Insurance Services.
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