With over 15 years’ experience in the industry, Heather joined the Legacy team in 2017. Heather focuses on the specific insurance needs of our clients and prides herself in providing loyal customer service while protecting her client’s businesses responsibly and ethically. With a client focused mentality, Heather works diligently to exceed expectations and meet deadlines.
Heather is a Northern California native and has spent time working in both Southern and Northern California with independent brokers as an Account Manager. She has a wide array of industry experience including clients in the technology, real estate, construction and trucking spaces. She is involved in the day-to-day account operations including new business and renewal marketing, client presentations, policy review and management.