Phone Number: 801-876-6605
Heather graduated from Ohio Wesleyan University in 1999 with a degree in European History and English Literature. She entered the financial services field right after college, following the footsteps of her father and grandfather, who were both financial advisers. Heather spent almost twenty years working as a financial wholesaler in the Bay Area before moving to Boise with her husband and three kids. Heather shares a passion for helping clients protect and grow their
assets with her husband, Stephen Schultz, also her business partner. Together they
help clients, raise kids and laugh a lot.
Their joint interests include hiking, camping, kayaking and teaching their kids
how to be good humans.