As Chief Operating Officer, Heather is an integral member of Wealth Strategies Partners’ leadership team. She works diligently across our practice to bring our team’s vision and core values to life. She oversees all WSP’s operations, including compliance procedures, marketing, and organizational processes that support the practice’s growth. Heather works closely with the team’s financial advisors and leaders to ensure the operational excellence and superior client experience for which WSP has proudly become known.

Before joining WSP in 2014, Heather served in multiple positions at Raymond James’ headquarters in St. Petersburg, Florida. She was a transition specialist and provided advisors with resources and assistance to make firm and client transitions to Raymond James both smooth and successful. Prior to that, she managed a $10 billion platform and served as a compliance specialist.

Heather holds her FINRA Series 7, 24, 53, 63 and 65 licenses. She earned her bachelor’s degree in business administration from Tennessee Technological University.

Heather and her husband, Glenn, live in Franklin, Tenn., with their children, Graham and Emma. She is a volunteer at Grassland Elementary and enjoys spending time in the garden and on the golf course.