Heather is our Operations Manager and became a partner with the firm in 2013. She directs and supervises the day-to-day operations across our firm to enhance the quality of our client relationships. Heather’s primary focuses are internal process improvements, client services and onboarding, and business management.
Working closely with FSI’s advisors, Heather coordinates new account transitions and account maintenance, with emphasis on guiding our clients through qualified account rollovers and distributions. This includes trade execution, reconciliation and verification associated with each step of the transition process. Heather’s experience ranges from managing complex estate transitions and distributions to establishing clients on our continuous service platform. She also manages our internship program and assists with our marketing efforts.
Originally from New Jersey, Heather grew up in eastern North Carolina. She graduated from NC State University with a Business Management degree, with a concentration in Finance. She began her career with Financial Symmetry in late 2006 when she joined us as an intern during her junior year of college at NC State University.
Heather and her husband Alex (high school sweethearts!) reside in a historic Durham neighborhood with their very old dog, Sweetie. They enjoy traveling, attending concerts and visiting the many breweries of NC (they’re home brewers, too).
Heather also enjoys gardening, backyard barbecues, and catching a Durham Bulls games with Alex and their friends.
Heather can be reached via email at email@example.com, or by phone, 919-851-8200 ext. 205.