The Team

Heather Clark – Financial Advisor

Heather began her career 1996 with administration and human relations responsibilities. After returning to college to complete her Bachelor’s Degree in business administration, Heather focused on working with clients, especially women and young couples, to educate them on methods that will help them achieve their financial goals.

Always a person of her word, Heather delivers what she promises, meeting, and quite often exceeding, expectations in whatever task she undertakes. She prefers to provide as much information as possible to help her clients make informed, educated decisions about their financial future.

Heather is a people person and especially enjoys the relationships she has built with her clients. It’s the personal side of the business and being a part of their lives and watching them succeed that is her passion. Talking to her clients and hearing about their successes and struggles and being able to relate as a professional, mother and wife is what’s important to Heather.

Apart from work, Heather is an avid runner and a middle school track and field coach. In addition, she is a board member for the Aly and Izy Foundation, whose mission is to provide for families of premature or critically ill infants in the NICU and an active member of Soroptimist International.

 

Vicki Oswald – Director of Operations / Client Services

Vicki has been with Next Step Wealth Management since the beginning, overseeing all administrative functions in the office as the Director of Operations. She has a varied background in project management, customer service and administrative support as well as owning a small construction company with her husband since 2003. Vicki finds the financial industry quite interesting and is looking forward to growing with Heather and her clients.

In her free time she loves to spend time with her husband, two kids and the newest member of their family their yellow lab named Gunner. They love camping and boating in the great outdoors. She also has been a Girl Scout Troop Leader for her daughters troop for the past 8 years.

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, OR, UT. Cambridge and Next Step Wealth Management are not affiliated.

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