Heather Boone

Heather Boone is a fully licensed Client Service Manager with Ehrlich Financial Group with over 17 years of experience in the financial services industry. Prior to her position at Ehrlich Financial Group, Heather worked in a similar role with Andy Ehrlich at Ameriprise Financial Services.

Heather Boone is a fully licensed Client Service Manager with Ehrlich Financial Group with over 17 years of experience in the financial services industry. Prior to her position at Ehrlich Financial Group, Heather worked in a similar role with Andy Ehrlich at Ameriprise Financial Services.

Heather is responsible for managing and delivering highly responsive customer service to Ehrlich Financial Group clients. She assists with a wide range of requests and services that clients need on a day-to-day basis. She has developed close working relationships with many clients as she is often the "first responder" to a wide range of client needs and most often can assist clients with regular service requests in real time. Heather and the Client Service Management team at Ehrlich Financial Group are an important part of the client service experience that clients depend on and expect.