Heather Atkins, CRPC®

Financial Adviser

Heather is a Columbus native and Buckeye Alumni. She has three younger sisters and a dog named Taz. Heather is an active member of Women for Economic and Leadership Development (WELD). Most of her free time is currently being spent pursing the CFP designation. A bucket list goal of Heather’s is to visit all 50 states by age 50. Currently has been to 26. Heather finds joy in creating an impact in the lives of her clients and she specializes in assisting professionals in various STEM (Science, Technology, Engineering, and Mathematics) industries, where there is much to uncover as there are specific financial issues and concerns that this community of people face.

Professional

Heather’s primary roles are:

  • Construction and presentation of financial plans.
  • Assisting with the management of the Libertas on-boarding and ongoing concierge services when new clients join our family and throughout the client relationship.
  • 401(k) enrollment and participant education.
  • Educational presentations in the scope of financial planning and tactics to help clients reach their goals

Heather started her career at Libertas Wealth in 2014.

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