Heather Szabo-Jones

Heather is the Office Manager at Clark & Company Wealth Management, with a career in finance since 1996. She holds an associate’s degree in executive secretarial science. She brings a wealth of knowledge and expertise to her role, ensuring the seamless operation of the office and excellent client service. Over the years, she has cultivated long-term relationships with her clients, earning their trust and establishing herself as a reliable and valued partner. Her ability to form connections with generational clients highlights her commitment to providing personalized service that extends beyond mere professional interactions, viewing her clients as friends. 

She shares her life with her loving husband, and together they are the proud parents of two grown children and their dog Gypsy. Her son has recently embarked on an exciting journey, moving south to study engineering, while her daughter thrives as a flight attendant. The family cherishes their time together and eagerly anticipates another European vacation, having recently fulfilled their dream of exploring Ireland.
 
Heather is passionate about our planet, particularly the preservation of the Atlantic Ocean. She is committed to supporting initiatives that aim to protect our planet, ensuring a sustainable future for generations to come. Her dedication to this cause reflects her broader commitment to making a positive impact in both her personal and professional life.