Heather Flannery is our Client Service Specialist for Wasatch Wealth. She joined Ellis Financial Group in 2011 and has continued with the company as they transitioned to Wasatch Wealth in 2016. Heather assits the advisors with special client requests such as rebalancing portfolios, maintaining proper cash flow for client accounts, research and comparing accounst, transferring in new funds, coordinating with the team to open new accounts and schedule any reoccurring needs the client might have. Heather also maintains our correspondence with clients and handles all our compliance materials. She deals with many of our behind-the-scenes tasks to keep the office running smoothly.
Heather worked as a Bank Teller while she was in college and was promoted within the company to an Assistant Manager and eventually the Title Clerk and Insurance Processor. She pursued her career in the banking industry, receiving her Series 6, 63 and Insurance licenses to become a Licensed Personal Banker for JP Morgan Chase Bank, where she worked for five years.
Heather was born and raised in Holladay, Utah. She grew up an avid music lover, and has played the viola since she was six years old. She developed her talents and was accepted into the University of Utah with a Music Performance scholarship. She studied Music Performance and Education, playing with the Utah Philharmonic Orchestra. While attending the University, Heather spent her extra time with the Lambda Delta Sigma sorority, Xi Chapter, where she served as the Communications officer and Vice President. Through her sorority sister is where she met the love of her life, Jerry Flannery, and they were married in 2008. Jerry is a dedicated student in the Geotechnical Engineering field and currently works for an engineering company in Murray. They recently built a home in North Salt Lake and are the proud parents of two handsome boys. With a five year old and one year old they definitely keep busy and enjoy the wild adventures that having dirty, daring boys brings into their everyday lives. When they are not working, studying or chasing their active boys around they enjoy traveling, hiking, fishing, camping and spending every minute enjoying the journey that is life. Heather's interests also include photography, sewing, baking and taking care of her family.
Phone: +801 295-7373 ext. 3