Heather is our Chief Operating Officer, as well as one of our partners in the firm. She directs and supervises the day-to-day operations across Financial Symmetry to enhance the quality of our client relationships. She is responsible for the development and implementation of Financial Symmetry’s internal management strategy. Heather oversees our firm operations, finance, human resources, and assists our CCO with compliance. Having started her career with FSI as an intern, Heather’s knowledge spans over a decade in operations management, helping Financial Symmetry grow both our team and client offerings.
Working closely with FSI’s advisors, Heather focuses on improving our firm’s internal processes to create and refine our systems for both our clients and our team. Her experience stems from having worked with our clients through all aspects of our service model with expertise in qualified account rollovers and distribution and managing complex estate and divorce distributions.
Prior to her current role, Heather was our Operations Manager from 2010 to 2020 following her position as an Operations Specialist and Office Manager from 2008 to 2010. Her key responsibilities included developing and implementing a comprehensive workflow strategy; managing vendor relationships, firm bookkeeping and payroll; and overseeing the data management and client service operations.
Originally from New Jersey, Heather grew up in eastern North Carolina. Heather graduated from North Carolina State University with a Bachelor of Science in Business Management with a concentration in Finance. She began her career with Financial Symmetry as an intern in late 2006 and became a partner in the firm in 2013.
Heather and her husband Alex reside close to downtown Durham with their dog, Benji. They enjoy traveling, hiking the Eno, attending concerts and visiting the many breweries NC.
Heather also enjoys gardening, backyard barbecues, and catching a Durham Bulls games with Alex and their friends. She is an active member of the High Impact Financial Operations Network (HIFON) and currently serves as Vice President on the WHHNA Board of Directors.
Heather can be reached via email at firstname.lastname@example.org, or by phone, 919-851-8200 ext. 205.