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Heather Genereux

Heather Genereux

Business Development Manager

Heather is the third generation of her family to work in the financial services field following the footsteps of her father and grandfather, who were both financial advisors.  Heather graduated from Ohio Wesleyan University in 1999 with an honor's degree in European History. She entered the financial services field right after college where she spent almost twenty years working as a financial wholesaler in the Bay Area before moving to Boise with her husband and kids. Heather shares a passion for helping clients with her husband, Stephen Schultz. Together they help clients, raise kids, and laugh a lot. Their other joint interests include hiking, camping, kayaking, and teaching their kids how to be good humans. Heather wears many hats; wife, mother, insurance consultant, home, business and auto insurance broker...  working with people is Heather's joy; helping them with insurance needs is a passion.  Heather's responsibilities include: 

  • life insurance- working with top insurers to find the best fit for our clients
  • home, auto, business insurances- tailoring insurance to fit our client's coverage needs
  • marketing for Family Tree Financial- making sure our clients stay up-to-date with us


CA License #0F92451

Heather is a Registered Assistant to Chris Eggleston and Steve Schultz.