Mortgage Loan Manager
Toll Free: 888.249.4862
1300 Baxter Street
Charlotte, NC 28204
About Heather Baer
Heather has been a part of the mortgage industry for 15 years, with her experience extending between originating, processing, and compliance. She is very knowledgeable with Conventional, FHA, VA, and USDA loan programs and uses that knowledge to ensure her clients obtain the best benefit available. She prides herself on her professionalism, ability to interact with clients on a personal level, and always strives to give her clients the best customer experience possible.
Originally from Ohio, she has lived in Charlotte for 16 years and enjoys spending time with her family and friends.
Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).
Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.
Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.
CertusBank, CSI and CIA are subsidiaries of CertusHoldings, Inc. CertusWealth, CertusInvestment Advisors, CertusSecurities, CertusBank, CertusWealth Trust and the Certus logo are trademarks of CertusHoldings, Inc.