Partner, Director of Corporate Retirement Plans
Heather Wonderly, AIF®, CPFA
- Certified Plan Fiduciary Advisor
- Series 7 and Series 66 security exams
- Accredited Investment Fiduciary®
- Corporate retirement plans
Heather has been working in the investment field since 2000. She provides guidance to 401(k) pension committees, helping them understand investments, compliance, fiduciary responsibility, and administration for corporate retirement plans. She also provides ongoing employee education to plan participants. She holds an Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor credentials and has also completed the Series 7 and Series 66 security exams.
Heather received her Bachelor of Science in political science from Oregon State University. She was named as one of NAPA’s 2017 Young Guns Top 75 under 40.