Heather Scully

Heather Scully has rejoined my team as Client Relations and Operations Consultant, after a brief absence.

Heather was already bringing me and my clients good fortune as a VP and Compliance Officer at Artisan Capital Partners, LLC, until taking maternity leave to have twin girls; further testimony to her passion for producing twice as much as most in her field.

In preparation for returning to the workforce, she spent a brief tenure as a consultant conducting compliance audits for a major independent broker-dealer firm, and, of course, hired a nanny.

Her 14 years of experience in the industry, encompassing Client Services, Operations, and Compliance, have made her a highly sought-after guest speaker to students in the UCLA/PFP program, addressing current FINRA compliance issues. (It wouldn't be surprising if admission to her future speaking engagements will be available on Ticketmaster!)

Heather’s primary responsibility is to keep me compliant by keeping a big Doberman Pinscher in her office.

A native of Northern California, Heather became a denizen of the Southern end upon graduating from Loyola Marymount University with a degree in Business Administration.

She was not thrilled about the idea of returning to work full-time. If I say so myself, it was I who persuaded her to say yes, under one condition. I agreed to treat each of the twins as a separate individual.