Dominique Heberer

Client Service Associate

I have served clients in the wealth management industry for five years, working with an independent Broker-Dealer out of Wisconsin, and 10+ years in customer service. As a Client Service Associate, I'm happy to assist with all customer service issues. My strengths include:

  • Providing and identifying new opportunities.
  • Assisting with changes/updates.
  • Building sustainable relationships/trust with customers. Working directly with clients to set up new accounts, update accounts, and move money.

I enjoy spending time with my family and friends in my free time. My hobbies include hunting, hiking, and playing volleyball. I enjoy watching my daughters compete in Gymnastics and Soccer.

Phone (817) 774 - 9005
Fax (817) 774 - 9009