Heather Schramm

Partner/Wealth Advisor

  • B.S. in Finance from Louisiana State University

Heather is co-founder of Schramm Financial Group and is responsible for new client acquisition and retirement planning. She also serves as an advisor and client relationship manager.

Prior to co-founding Schramm Financial Group, Heather spent 16 years at Merrill Lynch where she served as a financial advisor. She was also heavily involved with the training program to develop new financial advisors.

Heather was born in Baton Rouge and earned her Bachelor of Science degree in Finance from LSU. She has also earned the designation to name her a Chartered Retirement Planning Counselor (CRPC). Heather and Callen are proud supporters of the Bella Bowman Foundation and St. Jude Children’s Hospital. She is a parishioner of St. Aloysius and enjoys travelling and spends most of her free time watching her three children play sports.