Heather M. Wright
With more than 20 years of financial services experience, Heather finds innovative solutions and believes in a team approach surrounding the client with knowledge, skills and holistic advice as she creates customized financial solutions for individuals and families.
At BCU, Heather is committed to providing solutions through a genuine understanding of the member’s goals and objectives. Heather believes her client’s plan can be their financial roadmap to sound stability throughout life and in retirement. Each member has a unique set of circumstances requiring dedicated resources for navigating life’s events. Heather reviews, implements and monitors member assets as market conditions and events occur. Hence, the investment strategies, the cornerstone of the plan, are designed to grow member assets or create income to help clients achieve their dreams.
Heather is passionate about the financial well-being of her clients and works tenaciously to help members achieve their goals and objectives while exceeding their expectations.
Heather has a Bachelor’s degree in liberal arts from Southern Methodist University, and a Master’s of Business Administration from the Kellstadt Graduate School of Business, DePaul University. Heather holds Series 6, 7, 63, and 66 licenses.
Heather manages member’s relationships with these 2 quotes in mind:
“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for” - Robert Kiyosaki
“Planning is bringing the future into the present so that you can do something about it now” - Alan Lakein
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