Prior to moving to Texas in 2003, the majority of Kay Heaton’s career was in financial planning and the insurance industry specializing in advising medical and dental professionals concerning their life and disability income insurance needs. She eventually teamed up with an attorney who prepared the legal documents necessary in the purchase of medical and dental practices while she ensured that the required insurance coverage was obtained. She earned her insurance licenses and the NASD Series 7 license for financial planners.
After moving to Texas and a brief time of retirement, Kay joined the staff of the Lewisville Chamber of Commerce as Office Manager.
Kay has extensive experience in office administration and management and considers the client’s needs her utmost priority.