Wendell H.
10/29/2026
Great company & team to work with! We moved our IRA's to Mission Wealth about 4 years ago & we are happy we did.
No results can be found
Based in Bellevue, Heather helps prospective clients clarify what they are looking for in a financial relationship and connects them with the advisor best suited to their needs and goals.
Individuals and families exploring a relationship with Mission Wealth, people considering a change from their current financial advisor, prospective clients with complex or interconnected financial needs, people unsure which advisor or planning support they need, families seeking a coordinated advisory team with specialized expertise.
All 50 States
Available nationwide through virtual meetings
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
Heather Thiessen is a Client Development Advisor at Mission Wealth. In this role, she connects with individuals and families to understand what matters most to them, what they hope to accomplish, and where they may need support.
Drawing on her background in financial planning, business development, and hospitality, Heather focuses on creating meaningful connections and helping prospective clients find the right advisor relationship for their financial journey.
Financial planning is about more than growing wealth. I love learning what matters most to people and helping connect them with an advisor who can give them the clarity, confidence, and flexibility to pursue the life they envision.
Heather spent the first 16 years of her career in hospitality, where she developed a strong foundation in relationship building, anticipating needs, and creating thoughtful experiences. Her own journey toward greater financial literacy inspired her transition into financial services in 2017 and a desire to help others feel more confident navigating their financial lives.
Heather began her financial services career as an Associate Financial Planner with Mainspring Wealth Advisors, where she supported both financial planning and practice growth. She later spent five years with Brighton Jones, working closely with prospective clients to understand their goals and connect them with appropriate financial planning resources. Over time, Heather discovered that business development, or what she considers relationship development, was where her strengths in connection, communication, and financial planning came together most naturally.
Heather lives in Seattle with her husband and son. A lifelong lover of the culinary arts, she enjoys exploring new restaurants, developing recipes, and bringing friends and family together around the table. She also loves traveling, dance, music, and continually finding new opportunities to learn and grow.
Financial literacy is especially meaningful to Heather. She helped develop curriculum for an eighth-grade financial literacy course through CHOICES, a nonprofit focused on helping young people better understand the connection between education and future opportunities.
Heather also serves as Research Lead for the Maternal Pituitary Support Group, a UK-based nonprofit, and volunteers with Solid Groundās Community Food Education program, helping make practical resources and education more accessible within the Seattle community.
Have a question for Heather Thiessen or our team? Send us a note and weāll make sure your message reaches the right person.
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Client Service Representative
Operations Director
CFPĀ®, CPWAĀ®
Partner and Senior Wealth Advisor
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Wealth Advisor
Wealth Advisor Associate Intern
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Director of Finance
Senior Investment Operations Associate
Operations Specialist
CFPĀ®
Senior Wealth Advisor
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Wealth Advisor
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Wealth Advisor Associate
Wealth Advisor Associate
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Senior Wealth Advisor
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From exploring financial services to discussing career opportunities or partnership potentials, our dedicated team is here to help. Contact us today to learn how we can support your needs and aspirations.
Phone: 805-902-4550
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By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to ourĀ privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.