What does financial success look like to you?
Being able to live my life on my terms, knowing I have enough money and good health to live life to the fullest, and help my kids out if they need it,
What is your favorite part about your role?
Getting to know and chat with our clients.
What three items would you take to a desert island?
My iPad, peanut butter, and my husband!
How do you like your coffee?
I love cappuccinos and lattes. I make them at home with oatmilk. So good.
Heather Searl joined the Oakwood Wealth Partners team in March 2010. Previously, Heather spent 11 years working for IBM in various administrative and marketing positions, such as Sales & Admin Liaison, Customer & Account Support, and Manager of Maintenance Account Services. Heather graduated from the University of Waterloo (Canada) with a Bachelor of Science Degree. She currently provides Practice Management support to Mike and Customer Service support to Mike’s clients.
Heather was honored as one of the winners of our Profiles in Service Awards at the annual Lincoln Financial Advisors / Sagemark Consulting PREMIER PARTNERS® Staff Symposium. Click here to read the press release announcing Heather’s Profiles In Service Award. Heather has recently passed the Series 7 and 66 exam, so she is officially an Investment Advisor Representative for Lincoln beginning in January 2021, which will allow her to be more involved in various financial planning work for our clients.
Heather lives in Irvine, with her husband John. They have three grown children, who have all graduated from college and are in the workforce. Heather’s hobbies include cooking, reading, exercising, and hanging with her family and friends.