- WE
- HELP
SPECIALTY AREAS
WHAT WE DON'T DO!
- CLIENTS
- MANAGE
- INVESTMENTS
Heather Trbovich
Licensed Securities Representative,
Office Manager
Joined Concorde in 2012
Areas of Expertise:
- Tax Preparation
- Client Service Management
- 1031 real estate exchanges
Diploma:
- Baker College
Some interesting things about me:
- Currently working towards acquiring my CPA licensure
- Enjoys reading. Usually goes through from 3-5 books a month
- Loves to travel but never wants to visit the same place twice
1120 E. Long Lake Rd Ste. 250, Troy, MI 48085
Phone: (248) 740-8500 Fax: (248) 740-8593
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory Services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance offered through Concorde Insurance Agency, Inc. (CIA) Concorde Financial Group in independent of CIS, CAM and CIA.