Heather Pollack is Beacon Financial Group’s premier 401K specialist. With 20 years of service directly with Beacon and 29 years in the industry, Heather’s expertise in the retirement field is based in knowledge, firsthand experience and complete understanding of the laws and regulations when dealing with companies and individuals retirement funds.
Early in Heather’s career she attended Saint Anselm College, earning a BA in Business and upon entering the work force gained her C(k)P, Certified 401k Professional, Series 6, 63 and Ohio Life & Health licenses. Beacon’s clients benefit from Heather’s ability to educate business owners, executives and employees about achieving their retirement goals all the while giving a personal, hands-on service to make sure the company’s plan maximizes its benefits and employees achieve the best of their retirement goals. Honesty, timely communication and follow through are just some of Heather’s best qualities.
A native Ohioan, Heather resides in Chagrin Falls with her husband and 2 children and often is found playing tennis & golf around town or traveling with her family.