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Heather Thurgood

Heather Thurgood

Registered Assistant

Heather is the customer’s first contact at our office. She has a strong background in customer service and sales. She is responsible for scheduling all appointments, customer relations, creating presentations, organizing conferences, event coordination and assisting with transcription and client mailings. She is a registered assistant and handles administrative support for all advisors.

 *Registered Assistant with SagePoint Financial, Inc., member FINRA/SIPC.