Heather Schara

Heather Schara

Operations Manager Co Founder

Heather Schara's career in the financial services industry started after college in New Hampshire in 1998 as a financial advisor with Waddell & Reed.

Shortly thereafter, she joined Curbstone Financial Management Corporation, an independent Registered Investment Advisor/Broker-Dealer firm.

As the company's office manager, Heather handled all client service requests as well as the company's book-keeping and financial reporting. In 2005 she returned to her native state of New Mexico and began working with Bill Batie as his senior registered sales assistant at Morgan Stanley. In 2012 she teamed with Bill as a financial advisor. Like Bill, she recognized that the wire house channel was not allowing her to provide the service she desired for her clients. Having come from the independent side of the business she was an integral part of starting Batie & Company Capital Management, LLC.

In 2015 Heather relocated to Clancy, MT with her husband and now works remotely for Batie and Company Capital Management, LLC. She spends her free time riding her horses, hiking and gardening.

Education and Licenses:

  • B.S. Business Administration - University of New Hampshire, Whittemore School of Business and Economics
  • Series 24 General Securities Principal
  • Series 7 General Securities Representative
  • Series 65 Uniform Investment Advisor
  • Series 63 Uniform Securities Agent
  • Life, Health, and Variable Annuity
Phone 505-903-5064