Planning Assistant to Daniel W. Costa, CPA, CFP, CRPC
Heather joined BCR Financial Services, LLC in 2014, and works directly with Daniel Costa. She provides administrative support for Dan and is instrumental in servicing and strengthening client relationships. “I truly enjoy getting to know our clients and assisting with solutions to the various goals and objectives in their lives.” Heather takes great pride in her willingness and passion to help others. She strives to provide exceptional service and an enhanced client experience.
Heather believes there should be a healthy work-life balance. She loves to play softball and is the pitcher of 3 different teams. She enjoys spending time with her daughter, Sierra and her two pups, Koda and Princess. In her spare time, she enjoys vacations to the beach, sitting around the fire and fishing from her boat at Moraine State Park. It’s the simple things in life!