Heather is passionate about educating clients and empowering them to make informed decisions. Taking the time to understand a client’s communication and learning style, getting to know them and what is truly important to them, allows her to build strong relationships and ensure they are on a path to achieving their financial needs and goals.
In her role as a Client Advisor, Heather works closely with clients as part of an interdisciplinary team of investment and financial planning professionals. She understands a client’s situation is dynamic and that their goals may change. Heather engages with clients to stay informed of their evolving circumstances and works to proactively identify planning opportunities relevant to them and their families. Even if a potential planning opportunity is not ultimately implemented, she wants to be sure it is properly evaluated. Beyond investment management and financial planning, Heather wants to serve as a sounding board for any ancillary questions or issues that may arise throughout her relationship with a client.
As part of an advisory team, Heather works closely with lead advisors to develop comprehensive financial plans and structure roadmaps for our clients’ financial journeys. Leveraging a variety of financial tech resources and software implemented at Glassman Wealth, she helps guide our clients through the steps necessary to reach their goals.
Heather graduated from Virginia Tech with a Bachelor of Science degree in Applied Economics, specializing in financial planning. She attained the Certified Financial Planner (CFP®) designation in November 2019 while an Associate Financial Advisor at a local wealth management firm. She is a Virginia native and currently lives in Arlington, Virginia.
Fun Fact: Heather loves to cook and learn about other cultures through food. Currently, she is working to perfect budae jjigae (a Korean soup)!
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*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Glassman Wealth Services is engaged, or continues to be engaged, to provide investment advisory services.