Heather Vondra
Client Service Coordinator at Silverleaf Wealth Management
Based in Oshkosh, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Oshkosh
Industry
Financial Services
Company size
23
Contact information
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h•••••••@silverleafwealth.com
Phone
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Background
About Heather Vondra
Heather has been in the financial services industry since 2003 holding her series 7 and 63 registrations with LPL Financial, and series 65 registration with Silverleaf Advisor Group, as well as insurance licenses in multiple states. With a background in both trading and client service, Heather’s focus is taking care of the client’s needs, no matter how large or small. Originally from Madison, WI, Heather is a die-hard Badger fan with secondary loyalty to the Huskers, as long as they aren’t playing UW! Heather enjoys reading, gardening, wine, playing outside with Chloe and spending time with family.
Decision-makers
Other people at Silverleaf Wealth Management
- JFC-Team
Jeremy Friedman
Partner & Wealth Advisor · Finance & Accounting
- ATStaff
Allison Trexler
Client Services Associate · Customer/Client Service
- CKManager
Curt Krueger
Wealth Advisor · Finance & Accounting
- TKManager
Tim Kelly
Wealth Advisor · Finance & Accounting
- JGC-Team
Justin Gibson
President · General Business & Management
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