Bio

Heather joined the firm in 2019 as a Senior in the Retirement Plan Services department in the Shreveport office. She has over ten years of experience as a plan administrator. Prior to joining HMV, Heather worked for Werntz & Associates, Inc. as a Defined Benefit Administrator and Defined Contribution Administrator. She provides consulting services for all types of retirement plans, employers, and plan participants as well as performs all applicable year-end compliance and discrimination testing in compliance with ERISA. Additionally, Heather calculates and analyzes plan contributions, loans, and distributions.

Heather earned her Bachelor of Science in Finance from Louisiana Tech University in Ruston, Louisiana. She is proficient in several computer programs including Microsoft Office and Relius Administration.

Creating solutions and providing opportunities for our clients, our people, and our communities.

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