Director, Insurance Services
As the Director of Insurance Services, Heather coordinates all aspects of the life insurance underwriting process and on-going policy servicing for Navitas Wealth Advisors. She provides a warm and friendly process to ensure clients have a seamless experience throughout the initial information intake, gathering of medical records and coordinating exams, application submissions and organizing all policy deliverables. Once issued and in-force, Heather also works closely with clients to service policies on an on-going, annual basis.
Heather’s passion in life is providing a support system to those who she cares about and she enjoys helping to make others shine. She has built her life and career experience around the concept of serving others. Following her graduation from Mississippi College, Heather spent a year working one-on-one with high end retail customers for a major cosmetics and skincare company.
In her next career milestone, Heather worked as an Administrative Assistant for Precept Ministries International, a global non-profit organization that teaches groups and individuals how to study the Bible. During this time, she was responsible for events and registration from start to finish and she was also able to participate in several life-changing missions trips, both locally and internationally.
After her five-year tenure with Precept Ministries International, Heather was given an opportunity to get her feet wet in the financial services and life insurance industry by moving over to Capital Financial Services. She credits this experience for helping her to prepare for her current role with Navitas Wealth Advisors, where she has been since June of 2007.
Outside of the office, Heather enjoys cooking and spending time with her family doing everything from hosting dinner guests, to competitively playing board games and card games, to attending and cheering on her daughter during soccer games. As a family, they also enjoy vacationing to the mountains or to the beach and spending as much time as possible on their Sea Doos on the lake in the summertime.
Heather Dilmore provides support services only and is not licensed to offer securities, investment advisory services, or insurance in any state.