Heather Wonderly AIF®
Investment Consultant
Phone: 503.716.9231
E-Mail Heather
Download vCard
Education: BS Political Science, Oregon State University
Biography: Heather has been working in the investment field since 2000. She provides guidance to 401(k) pension committees, helping them understand investment, compliance, fiduciary responsibility, and plan administration. She also provides ongoing employee education to plan participants. Heather recieved her Bachelor of Science in Political Science from Oregon State University. She holds an Accredited Investment Fiduciary® credential and has also completed the Series 7 and Series 66 security exams.
|