Heather is our Chief Operating Officer and a Partner at Financial Symmetry, where she brings nearly 20 years of thoughtful leadership shaped by curiosity, clarity, and care. Whether she’s supporting day-to-day operations or guiding long-term strategy, Heather leads with compassion, care, and a people-first mindset.
She first joined the firm in 2006 as a intern, drawn in by Financial Symmetry’s small but mighty collaborative spirit and deep commitment to clients. Since then, her career has grown alongside the company’s, moving through roles like Operations Specialist, Office Manager, and Operations Manager before stepping into her current role as COO and Partner. That journey now fuels how she shows up for others: believing that when people are supported with the right systems, encouragement, and trust, they thrive.
Heather is an active member of the High Impact Financial Operations Network (HIFON), where she participates in several mentoring communities that foster operational leadership across the financial services profession.
Outside the office, Heather makes her home in Durham with her husband, Alex, and their adventure-loving pups, Benji and Penny. She’s an avid music fan, happiest at a live show or planning her next concert road trip. Heather is a dedicated Carolina Hurricanes hockey supporter and two-time FSI office Fantasy Football champion.
