Heather Buckridge, CFP^®

I am a multi-generational financial professional. I developed my interest in financial services by observing my father who was a Senior Vice President of a large international bank; he instilled in me a love for his work at an early age when I used to sit in his office as a child and “work” with him.

I started officially in finance right after I obtained my bachelor’s degree in 1999, working for the same bank where my father worked. I then transitioned into several other financial roles and companies, while completing my MBA, finally landing here with my current team in 2011. We are fortunate to have found Osaic as our home and I can’t think of a better fit for our amazing team and for our long-time clients and families we’ve been privileged to advise for so many years.

I have been everything from the entry level staff member who processes paperwork to now a CFP and a foundational member of Osaic Advisors. My years of experience in the various aspects of planning, insurance and investment operations has blended nicely with my deep desire to help clients find clarity and confidence about their financial lives. I enjoy listening to the hopes and dreams of my clients and using my vast network of tools and skills to help them plan the best paths towards their goals and to present their options and my recommendations in simple, plain language.

When not at the office I live with my husband of almost 15 years (Ron) in an airport community with our three rescue dogs (Taco, Rocky, and Torco). I am also a competition skydiver with over 3,000 jumps; I like the meticulous planning a safe and successful skydive requires and I bring that same focus to detail into my work.