Heather Mosher, AAMS®

Financial Advisor

I’ve been in the Financial Services Industry since 2006, beginning my career at Hilliard Lyons and then continuing at Raymond James. I specialize in retirement planning, 401k rollovers and managing investment portfolios. I have extensive experience helping clients apply for Social Security benefits and have helped hundreds work to get the timing of those benefits just right. In addition to my role as Financial Advisor, I have led the Raymond James Holland branch as Branch Manager. I managed a staff of close to 30 people and was responsible for overseeing thousands of accounts. I joined West Michigan Advisors in 2022 and am currently focused on managing investment portfolios and helping clients navigate their finances through the various stages of life.

I earned a bachelor’s degree in business administration from Davenport University in 2007. Professionally, I have earned the Accredited Asset Management Specialist ® designation.

Originally from Holland, Michigan, my husband Eric and I, have two children, Andrew and Jacob. We live on an 80-acre farm near Hamilton and my husband farms our land. In my free time, I enjoy taking our two German Shepherds on hikes and camping with our family.

Meet Heather

Contact Details

Education

BS, Business Administration
Davenport University, Grand Rapids, MI

Accredited Asset Management Specialist (AAMS®)

Designations & Certifications