Tax & Client Service Administrator
Heather Lee lives in Roseville Minnesota with her husband Parker. She enjoys the Packers, photography, crafting, cooking, home improvements, flying, theater (both attending and participating) and traveling as time allows. Pictured above is from a trip to Colorado.
Heather Lee joined PrairieView Partners as the Tax and Client Service Administrator in 2022. She assists the team in areas of client service, including preparing tax organizers and tax packages, scheduling meetings, and welcoming clients to the firm.
Heather Lee attended UW-Stout for her BA in Service Management, graduating with a Business Administration & Speech Communication minors. Her previous experience includes 6 years at a tax accounting firm, where she worked with clients and staff to create a smooth tax season experience for all.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...