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.
When markets change quickly, working the plan, rebalancing, dollar cost averaging, and reviewing your plan remain the best courses of action.
In the week or so since the end of the quarter, the direction I was going to take this post changed as quickly as the Duke basketball team’s fortunes over the weekend.
“Stay the Course” Doesn’t Mean Ignore the Journey March seems to be turning into a time of year when something out of our control makes it appropriate to check in and offer an investment perspective...
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