Heather Kinrade is the Paperwork Specialist at Marotta Wealth Management. She is responsible for the preparation, review, and verification of client paperwork at Charles Schwab.
Heather earned her B.S. in Business Administration from Meredith College. She joined the firm in the fall of 2022. Prior to joining the firm, Heather had worked as a paralegal, an office manager, and in the administration of an elementary and secondary school.
Heather and her husband, Marcus, live in North Carolina with their two boys and a very spoiled chihuahua.