Talk to us Meet Heather
What do you enjoy most about wealth management?
Getting to know the individuals and families I serve and helping them feel more confident about their financial future.
What's the biggest challenge?
Helping people stay focused on their long-term goals when short-term market movements can feel overwhelming.
What do you love most about being part of Aspiriant?
The culture. I enjoy being part of a firm that prioritizes its clients and people. I also value collaborating with my colleagues across the country and drawing from their expertise.
What professional accomplishments are you most proud of?
Earning my CERTIFIED FINANCIAL PLANNER™ certification (CFP®) designation.
What quality of yours makes you best suited to what you do?
I’m a good listener and a hard worker who stays organized and focused on the details that matter most.
How should people think about their wealth?
As a tool to help them achieve their goals, and a way to make life easier by delegating tasks they don’t want to handle themselves.
What do you love to do outside of work?
I love spending time with friends and family, catching a good movie, trying new things and traveling whenever I can.
What would you be doing if you weren't working for Aspiriant?
If I weren’t working at Aspiriant, I’d be a party planner. I love bringing people together and creating memorable experiences.
Bio
Heather serves as a senior associate in Aspiriant’s Wealth Management practice, where she delivers comprehensive financial strategies to high-net-worth individuals and families. She works with a diverse group of business owners, C-suite executives and multigenerational families navigating complex financial needs. Heather finds fulfillment in guiding people through key financial decisions so they can feel more confident about their long-term goals.
Prior to joining Aspiriant, she gained experience at a registered investment advisory (RIA) firm in the Minneapolis-St. Paul area, where she worked with high-net-worth families on investment management and financial planning strategies. She is passionate about being a trusted resource and collaborating closely with the individuals and families she serves to understand their goals and support long-term financial success.
Heather holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned her bachelor’s degree in financial counseling and planning from Iowa State University.
A native of Minneapolis-St. Paul, Heather lives in Richfield with her husband, Derek, and their two cats, Renji and Cyprus. Outside of work, she enjoys traveling, reading, staying active watching a good movie and spending quality time with friends and family.
