Penny Heeter

Penny was born and raised in Erie, Pennsylvania and continues to live here with her husband raising their two children.  She is a graduate of Mercyhurst University and majored in Fashion Merchandising.  Penny is the administrative assistant and has been with TBaer Wealth Management since April of 2014.  She is responsible for managing daily operations at the office and she also schedules appointments, monitors and schedules annual client reviews, facilitates client service requests, and manages client access to the firm’s wealth management website.