Heather Boe

(425) 212-4541

Heather works in our main office located in Everett, WA. She supports the firm’s financial planning efforts which include preparing comprehensive financial plans. She also helps to manage our insurance division and enjoys guiding clients through this process.

Heather graduated as valedictorian from University of Washington with her degree in accounting and finance. She loves working out, nutritional cooking, football (go Huskies & Hawks), interior design, and doing fun activities with her son.

“Change is not a threat, it’s an opportunity. Survival is not the goal, transformative success is.” – Seth Godin