Heather joined our team December 2018 as the Executive Assistant to Jonathan Barrett. She has a background recruiting, project management and marketing along the way. She primarily handles the financial matters of the business such as client accounts, billing and follow up appointments. She approaches all aspects of any job with a positive, hard-working mindset, and is very passionate about helping find solutions to any challenges. She finds the financial industry quite interesting after coming out of the Skincare/Cosmetic Industry. She has always enjoyed helping people, whether it was making them feel confident in the spa environment or to help clients feel financially secure throughout their life. In her free time, she enjoys spending time with her family going to the beach, bike rides and making memories together. She is the friendly voice that will greet you when you call our office.
Heather Aguinaldo offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.