Biography

As a designated Family Wealth Director, Heather has demonstrated professional knowledge and experience in a range of areas including estate planning strategies, alternative investments, restricted securities, and lending. The Family Wealth Director designation grants Heather specialized access to a broad range of family advisory services including, family governance and dynamics, philanthropy management and lifestyle advisory. Heather is also a Dedicated Equity Plan Specialist.

She holds the Certified Financial Planner (CFP®) designation which identifies financial professionals that have committed themselves to a high level of wealth planning advice, continuing education and ethical conduct. Heather has also earned five complementary designations: Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) Certified Long Term Care (CLTC), Retirement Management Advisor (RMA®) and Chartered Retirement Plan Specialist (CRPS®).

Most recently, Heather studied for and passed the Certified Exit Planning Advisor (CEPA) designation to help business owners prepare for the sale of their business and the decisions that need to made surrounding those transactions. She attended UCF where she earned a Bachelor’s degree in Management and an MBA.