Heather is our Operations Manager, 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. Heather’s primary focuses are internal process improvements, team management, client service onboarding, and business management. Having started her career with FSI as an intern, and celebrating ten years with the firm, Heather’s experience has helped Financial Symmetry grow both our team and client offerings. She wears many hats around the office!
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. Heather’s experience ranges from managing complex estate and divorce distributions to establishing clients on our continuous service platform. She also manages our staff and internship program and occasionally 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 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 of 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.