Heather Martin, Investor Services Manager, joined AEI in 2018. Heather is responsible for managing the Investor Services team while providing superior quality service to investors, financial advisors, custodial accounts and additional entities. She works closely with AEI’s Marketing, Accounting, and Sales teams to provide support in communications and investment publications.

Heather has more than 20 years of management, banking, sales, and mortgage experience. Prior to joining AEI, she was employed by SPIRE Credit Union as a Branch Manager and Marketplace Home Mortgage as a Senior Mortgage Loan Officer.