Otona R. Lavender

Otona R. Lavender

Client Service / Operations Senior Associate

Otona Lavender is a member of the Client Service/Operations team, serving as a Senior Associate with a focus on Client Service needs and is based in the Heck Capital’s Rhinelander Office. Otona’s primary responsibilities include working closely with Advisors to facilitate client requests, assisting with administrative and operational duties in relation to client’s accounts with a main goal to build a strong client/advisor relationship. Otona resides in Rhinelander, WI with her children and grandchildren, her dog and her cat. Otona enjoys spending time with her family and friends, reading books and relaxing with her furry friends.


Industry Start Date:

Heck Capital Advisors Start Date:

Series 65, Uniform Investment Adviser Law Examination

B.B.A, emphasis in General Business and Minor in Human Development, University of Wisconsin - Green Bay, Associate’s Degree of Applied Science in Administrative Assistance, Nicolet Area Technical College

State of Wisconsin Notary Public

Prior Work Experience:
Most recently, I worked in the insurance industry after spending many years in client service.

Fun Fact:
My family had a pet deer when I was growing up.

What do you enjoy most about working at Heck Capital Advisors?
My coworkers and our clients make working at Heck Capital Advisors such an enjoyable experience.

What is the most rewarding part of your position?
By far, being able to help our clients achieve satisfaction. We thrive on making our clients happy and satisfied with our service.

What does outstanding client service mean to you?
Outstanding service means making sure that our clients’ needs are met to the very best of our ability.

How are you involved in the community outside of work?
I’m a major supporter of the Boys & Girls Club of the Northwoods to help less fortunate children in the area to reach their full potential as productive, caring, responsible citizens. I also show my support every year with a “Walk to Remember” to help the Alzheimer’s Association raise funds for support and research. This is an annual event held in more than 600 communities nationwide, and is the world's largest event to raise awareness and funds for Alzheimer's care.