Heath brings over 20 years of financial services experience in consulting and coaching organizations, advising clients, leading teams, development & training, data & analytics, and operations. His experience ranges from consulting agreements with individual firms, boutique RIAs serving high net worth families, large investment firms serving the mass market, and banking operations with a full range of financial products. Heath has been quoted in several financial planning publications and has spoken at local, regional, and national FPA Conferences and events. He serves as a Senior Consultant and speaks on all aspects of helping firm leaders achieve the growth that they seek.
