Heather Wilford

Heather joined Underhill Financial Advisors in January 2026 and serves as an

Administrative Assistant. She brings over nine years of experience supporting teams

and clients while streamlining office operations. Her strengths include process

optimization, organization, and providing reliable support to both clients and colleagues.

Her responsibilities at Underhill Financial Advisors include creating client agendas,

assembling reports, coordinating client meetings, and helping to create a positive client

experience. Heather is passionate about serving others and is thrilled to be a part of the

Underhill team.

As a third-generation Tucson native, Heather appreciates the desert environment and

local community that make Tucson a unique place to live and work. She enjoys

spending quality time with family, friends, and pets while embracing Tucson culture and

making the most of the area’s beautiful weather.