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Heather is a national sales manager and mom to two kids, ages 19 and 8, who keep her life interesting and rewarding (along with Lilabet, her Persian cat). Over the years, Heather has gone through cycle of going into debt, paying it off and then finding herself right back in debt again. Heather’s Project Money goal is to break that cycle and create financial security so she can focus on her long-term savings goals.
Andrea has been with Summit for three years, starting as a Teller before becoming a Lending Advisor. She’s a first-time Project Money coach (and former nurse) who is passionate about helping others build healthy financial habits. She’s excited to be part of the life-changing moments ahead for Heather!Q: What’s the biggest thing that Project Money does for people?Project Money helps people take control of their finances and, ultimately, their lives. Financial change takes time, but working with a coach to build better money habits can help them reach goals in a way that may not have seemed possible before.Q: Any overall tips for Heather’s journey?Take it one step at a time. By focusing on small changes and consistent habits, you can make finances a lot less intimidating and see real progress. We’ll work on it together!Q: To you, what’s the one financial “must?”Start saving early and make building an emergency fund a priority. Having money set aside gives you peace of mind and helps you avoid relying on credit cards when unexpected expenses pop up. Q: What’s something you wish you could tell everyone about finances?Good credit matters more than you may think because it affects so much – borrowing money, buying a car, renting or buying a home and more. It’s important to use credit wisely, make payments on time and avoid taking on more debt than you can comfortably manage.Q: What do you love most about what you do at Summit?I love that I get to make a difference in people’s lives every day – similar to when I was a nurse. I often say financial health is still a form of healthcare because gaining control of your finances has such a huge impact on your overall well-being.Q: Fun fact about you?I’m getting married next June, and my fiancé and I are huge Taylor Swift fans. We share our home with two cats, Patches and Meredith Grey. In my free time, I like to draw, which I taught myself at a young age. But these days, I tend to play my Switch 2 – mostly for Disney Dreamlight Valley since Disney is also one of my favorites!