Financial Advisor and Vice President
One of the things I love about working as an advisor is helping clients and simplifying complex investment concepts so they are easy to understand
Client education is the driving force behind Heath’s approach to wealth management. His career in the financial services industry started in 2006. Since then, Heath has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation and will be sitting for the Certified Financial Planner (CFP®) in 2019.
Heath’s satisfaction comes from helping clients to simplify complex financial challenges, communicating in a way to help clients understand those complexities and to position their assets to work harder for them. He prides himself on being highly proactive in engaging with clients and coordinating retirement and wealth management strategies with their other trusted advisors.
Heath specializes in retirement and investment planning for retirees, business owners, and professionals across the country. Heath earned a bachelor’s degree in Finance from Salisbury University. In his spare time, Heath enjoys traveling, spending time with his family and being on the water.