Heather Pearson
Associate Financial Planner
How do you play the role of a mainspring in our clients’ lives?

I have an insatiable curiosity, so I enjoy reading and learning. The process of continuously applying the knowledge I gain to our business is one way I can help provide our clients with a great experience.

What drives you?

I love connecting with people in a deep and meaningful way, and I have the opportunity to do just that with our clients as I get to know each of them. I enjoy hearing their stories and learning about what makes them come alive. This knowledge helps us serve and support our clients and makes the process truly enjoyable.

How do you spend time outside of work?

My husband and I love going on adventures, which could mean exploring the island, taking a day trip or learning something new together. We also love to get out on the water and fish. My ideal weekend includes a low-key evening gathered around the table with good friends. Cooking is my love language, so I enjoy nourishing friends and family with healthy, delicious meals.