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Heather Collins

Heather Collins

EPPIC® Client Concierge and Community Outreach Coordinator

Schedule an appointment or call with Heather via our Virtual Scheduler 

Heather’s role is to introduce you to our process: The EPPIC Method®: 5 Step to Be More Healthy, Wealthy and Wise®.

First, she welcomes you as a new client by getting you started, which is always the hardest part of committing to making a change! 

Then, Heather assists Sharon and Dennis in helping you apply The EPPIC Method® at each annual review and life transition so you can continue to Be More Healthy, Wealthy and Wise® during each stage of life.  

Holding you and the team accountable, she helps ensure all the tasks to improve your financial life are completed, putting you on the fast track to an EPPIC® Financial Future!

You can say she is your EPPIC® concierge!

To assist in our mission to give back to our community by increasing financial literacy, Heather contacts organizations in need of educational speakers to offer access to 3 informative workshops from our CEO and Director of Financial Planning, Sharon Grinestaff.

If you are a member of an organization looking for educational speakers, please reach out to Heather.  You can also visit our Speaking Engagement Page:

Heather and Sharon met while working together at Lincoln Financial Advisors in 1999 and they have been friends ever since.  They are thrilled to be working together again.  Heather is looking forward to sharing her passion for financial literacy and the importance of financial planning.

She values family, loves to cook and travel, and actively participates in her children's school activities and athletic events.