Combining strong business experience with a passion and drive to support individuals and families achieve their personal, professional, and philanthropic goals, Heather meets clients “where they are” in their journeys and walks with them through their milestones to achieve their goals. By developing a trusted advisor relationships with each of her clients, Heather can thoughtfully empower clients to make informed decisions about their present and future and then support them in executing those decisions.
Heather is a Certified Public Accountant with more than 30 years of experience in management of diverse client portfolios, budgeting, tax planning, tax preparation, and complex financial modeling – counterbalanced with strategic business experience in manufacturing, real estate, financial services, and family office environments.
Prior to joining Moneta, Heather served as the Chief Client Officer at a large, multi-generational, single-family office and private trust company overseeing client service and trust administration. As a Certified Trust Fiduciary Advisor, she focused on oversight of the family’s trusts (individual, family, and charitable), administration, wealth management, risk management, and estate planning; she also provided education to both beneficiaries and trustees. Her goal every day was to provide exceptional client service.
Heather earned her Bachelor of Science Degree in Accounting from The University of Texas at Austin and is a proud Longhorn.
Outside of work, Heather and her husband keep busy with their large, growing family of five adult children (plus three daughters-in-law, and one son-in law). She and her husband are expecting their fifth grandchild later this summer. Heather enjoys golf, traveling, and cheering on her grandchildren in all their sports and activities.
