Heather M. Carlson
Wealth Advisor Assistant
Heather wears many hats at B3 Wealth Strategies. This includes supporting advisors with trading, auditing, and opening accounts at the firm. After graduating from the University of Washington with a degree in Cellular and Molecular Biology, Heather received her FINRA Series 7 (currently held with LPL Financial), and Series 66 (currently held with LPL Financial and B3 Wealth Strategies) securities registrations and her life & disability insurance licenses. She uses these qualifications to provide a wide array of services for the firm and our clients.
Heather has worked alongside Scott since 2006 and has an intimate understanding of what it takes to run a successful firm, how to best serve the needs of our clients, and runs all the logistical operations behind the scenes. If you have moved money, opened an account, or had questions about our services, Heather has assisted you. She is detail-oriented and a key player on our team.
Outside of the office, Heather enjoys traveling, reading, spending time with her nieces and — of course — cheering on The Dawgs!