Financial Adviser

Heather is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows:

  • Construction and manipulation of all client financial plans and financial plan updates.
  • Assistance with portfolio management research data analytics.
  • Assisting clients with a wide range of information regarding their accounts, including but not limited to direct deposits & withdrawals, account/investment values, online account access, and mobile app assistance.
  • Assisting with the management of the Libertas on-boarding and ongoing concierge services when new clients join our family and throughout the client relationship.

Heather started her career with Libertas Wealth in 2014 as an intern while pursuing a finance degree. She began working full-time immediately after graduation from The Ohio State University Fisher College of Business.

Personal

Heather is an active member of Columbus Young Professionals (CYP) and enjoys giving back to the community through their volunteer opportunities.  She is a member of the volunteer committee for YEA! , an organization that mentors students in 6th-12th grade.  Heather assists the YEA! students who are pursuing business ideas by helping them construct business plans, conduct market research, pitch their plans to potential investors, as well as launching and running their own authentic, legal & fully constructed companies and social movements. She is also a supporting member of the National Association of Women Business Owners (NAWBO) and serves on the membership committee for Women for Economic and Leadership Development (WELD).

Heather played three sports growing up and continues to play soccer once a week, getting in a run or a few miles on her bike from time to time.  As the oldest of 4 girls, she is no stranger to social activity!  In her free time,  she enjoys staying active, watching Buckeye football and basketball, and spending time with friends and family in her hometown of Hilliard, Ohio.

heather@LibertasWealth.com