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Heather Calby

Client Support Officer

Heather Calby is a seasoned professional with extensive experience in client service, financial management, and operational support.

With a background spanning over 16 years at Advisory Research, Inc., where she served as the Chief Financial Officer, Heather managed all accounting and financial functions with precision and expertise.

Prior to her role at Advisory Research, Heather held various positions at Sherman Health Systems and TransUnion Corporation, contributing to customer support and financial reporting.

Heather's educational background includes a B.S. in Accountancy from Northern Illinois University, where she honed her skills and knowledge in financial management.

Currently, Heather excels as the Client Support Officer at Wealth Strategist Partners, bringing her wealth of experience to drive client execution support and operational efficiency.

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Location

Greater Chicago Area