Heather Policht

As a Relationship Manager, Heather helps advisors support clients are on the right path toward pursuing their financial goals. With four years of industry experience, she enjoys building relationships and helping people feel confident and cared for as they plan for the future.

Heather’s passion for this work began through family business, where she was inspired by her dad’s example and the meaningful role financial guidance plays in people’s lives. She earned her bachelor’s degree from Central Michigan University.

Originally from Jackson, MI, Heather now lives in Leslie with her husband and their two daughters. Outside of work, she loves spending time with her family, reading, and enjoying the simple moments that make weekends special.