Heather Cool

Title: Director of First Impressions

Credentials: I have 15 years of experience in the banking industry.

Favorite Movie or TV Show: The Notebook

Favorite Game: Aggravation

My Role: I am the first person you speak to when calling our office and I be there to greet the moment you walk through the door at our in Anderson office. While assisting the various administrative duties, I work diligently to help maintain our Indiana office locations culture and aesthetic, making sure our FEG families feel welcomed each time they come in for a meeting.

Best Part of My Job: I love all the opportunities I get to talk with our FEG families when they come into our Anderson office or when I speak with them over the phone. I enjoy being able to build relationships with each person that walks through our door or calls our office!

Hobbies & Interests: I enjoy horseback riding, hiking, and spending time with my family.

Heather Cool

Title: Para-planner

Credentials: I have 15 years of experience in the banking industry.

Favorite Movie or TV Show: The Notebook.

Favorite Game: Aggravation

My Role: I assist our firm’s advisors in their meetings with clients as well helping prepare paperwork and maintaining constant communication with our clients throughout the year in helping answer their questions.

Best Part of My Job: I really enjoy meeting new people and being part of a team that is focused on helping clients and developing personal relationships with those families we have the privilege of working with.

Hobbies & Interests: I enjoy horseback riding, hiking, and spending time with my family.