Heather Trbovich

Heather believes every financial plan should be as unique as the person it was designed for. That’s why she’s passionate about truly getting to know her clients—their goals, concerns, and what matters most.  She prides herself on giving clients confidence they’ll always have a trusted partner looking out for their best interest.

Heather has helped clients simplify complex financial decisions and build strategies to grow and protect their wealth for more than 15 years. Prior to joining Golden Reserve, she worked as a financial & tax advisor for an independent financial services firm and at the wealth management and investment division of a major national bank.

Heather is a graduate of Baker College, where she earned a bachelor’s degree in accounting. She also holds Series 7 and Series 66 licenses.  She loves reading and spending time on the water—whether that’s boating, sitting on the beach, or simply enjoying a meal.