"Our people make us great."

Heather L. Boyce

401(k) Team Administrator / Administrative Client Associate

Heather is an Administrative Client Associate. She assists the executive team with client relationships, service, and onboarding, and is an integral part of the 401(k) team where she’s responsible for reporting, scheduling meetings, and ensuring the processes implemented run smoothly. She also runs Phillips & Co.'s social media and digital engagement campaigns, as well as assists the advisors with anything they may need to run their business smoothly.

Before joining Philips and Company, Heather was a Relationship Manager with a major bank where she met regularly with clients ensuring they were receiving the level of service they expected. She also has experience with small business banking and online banking troubleshooting.

Heather moved to Portland in 2014 and enjoys exploring the wonders of the Pacific Northwest; she loves Portland’s proximity to both the coast and mountains. She likes reading about historical figures like Oppenheimer and Tesla, and has a keen interest in philosophy, astrophysics, and most every genre of music.

She attended Delaware Technical and Community College where she graduated Magna Cum Laude with a degree in Substance Abuse Counseling.

She is a fur-mom to a rescued Bengal-mix cat named da Vinci.

Heather is a Public Notary for the State of Oregon.

Download Heather's bio.