Client Service Specialist
Heather Allen is a Client Service Specialist at Aspyre Wealth Partners. Before joining Aspyre, Heather was an Operations Manager at Creative Planning in Leawood, KS.
Heather works closely with the wealth management and financial planners at Aspyre and is responsible for delivering superior customer service to clients, preparing performance reports, monitoring accounts receivable reports, and completing money transfers.
She is a graduate of University of Missouri – Kansas City with a Bachelor’s degree in Sociology. Heather earned her MBA from Colorado Technical University.
Words to Describe – Passionate, enthusiastic, loyal
Favorite things to do – Hiking, Reading, finding a great new restaurant or coffee shop, playing with my nephew
Favorite foods – Sushi, French toast, Avacados
Favorite musical performer/band – Rolling Stones, Portugal The Man, Alt J
Secret fun – Watching the Wendy Williams Show