Heather MacKenzie-Erickson

Heather has over 20 years of financial services and investment industry experience and supports David Earls, Ryan LeBlanc, and the team by answering client questions about investment products and services. She prides herself on listening to concerns of the clients and providing strategic solutions while protecting the confidentiality of information. She is a FINRA Registered Representative, with Series 6 and 63 licenses held through LPL Financial. She also holds Life, Accident and Health Insurance license in MA.