Heather Doucette

Client Experience Coordinator

This Is Why I Do It:

My why is to contribute to the success, well-being, and overall happiness of our clients. I aim to support our clients throughout their entire journey. By maintaining open lines of communication, providing ongoing support, and adapting to each evolving need. Servicing our clients is not just about the present moment; it is about building long-term relationships. It is truly a privilege to be able to serve others, and I am committed to making a positive difference in their lives every step of the way. Additionally, servicing our clients allows me to constantly learn and grow.

Hello, my name is Heather, and I am the client experience coordinator here at CorePath Wealth Partners. I grew up in Prescott Valley, Arizona. Being an Arizona native, I enjoy the outdoors, hiking various trails, fishing, off-roading, and attending home games for all Arizona teams. I love country music, sitting in the lawn while watching live bands, and making memories with my family. We are a blended family, with a house full of strong, loving, and independent girls; my husband and I would not want it any other way! We value our faith, giving back to our community, and instilling kindness and gratitude to every aspect of our lives. My professional background includes 15 years in administrative health care management, marketing, and onboarding services for non-profit organizations. My role at CorePath entails collaborating with advisors, providing high touch value points, and ensuring that all clients needs are not only met but exceeded by providing personalized attention and support tailored to each client’s needs.

Likes & Interests

You will find me rooting for the Arizona Cardinals and Diamondbacks!
My favorite movie is Sweet Home Alabama.
What is my preferred dessert? Strawberry Cheesecake!
I love hiking, family time, and travelling.

Testimonials

CorePath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend CorePath Wealth and the entire team at the Scottsdale location.

CorePath's team is willing to help in whatever way they can. Their team is awesome as well they will get you as soon as possible time through zoom, phone call you name it. They are one of the best team of finance advisors in Denver! So professional 5/5 stars!!

Blessed to have Found CorePath Wealth in Scottsdale. The best of the best when it comes to financial advice and planning for retirement.

We had been with our previous insurance agent for 30 years! But due to retirement we needed to find a new agent that we could count on to quickly respond to our insurance needs. We not only ended up with an agency with excellent customer service but also great people who are friendly! Thank you all for taking such good care of us!

We have had the pleasure of having Helen Vouniozos and CorePath Risk Solutions provide us with comprehensive and personalized insurance policies on various matters since we moved to Arizona almost 8 years ago. Helen and her colleagues have always surveyed the insurance industry to get us the best coverage at the best prices. Thank you Helen!!

CorePath and Helen Vouniozos specifically, have been our insurance broker for a couple of years. We chose Helen because of her knowledge and experience with specific client types, along with her magnetic personality. From the first conversation, we knew that Helen had our best interest at heart. On September 11th, 2021, we experienced a devastating accident involving a golf cart at our home. I contacted Helen from the hospital, on a weekend, and Helen took the time to show empathy and explain the next steps for handling the situation. I don’t know that we would have made it through that incident without her. I would recommend CorePath, Helen Vouniozos, for your insurance needs if you want the best in the business, and someone who is committed to protecting you and your assets completely.

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