Meet Heather
Heather is a Wealth Advisor based in McLean, Virginia. She joined Mercer Advisors in 2025 after serving as an advisor at MAI Capital Management. Heather began her career in financial services as a Certified Public Accountant (CPA) and tax professional, advising business owners on complex financial matters. Her early experience shaped her belief in the value of having a knowledgeable, proactive advisor and a collaborative team to support clients through every stage of life. In 2018, Heather transitioned into wealth management. She is a CERTIFIED FINANCIAL PLANNER® professional, CPA, and Certified Divorce Financial Analyst®. She earned a B.S. degree in business administration/accounting from the University of Richmond.
Heather’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Heather has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Heather’s working style is centered on thoughtful partnership and clear communication. She takes time to understand each client’s goals and priorities, then provides guidance designed to support confident, well‑informed decisions. Known for her approachable and steady presence, Heather focuses on building trust and helping clients navigate their financial lives with clarity and purpose.
Heather in real life
What keeps you busy outside of work?
Running a busy household for a family of five. When the weather is nice, you’ll usually find me near a field watching my youngest son play baseball. I also enjoy gardening, tennis, yoga, skiing, and spending time outdoors with my family and two dogs.
How do you give back?
I am deeply engaged in my local community, serving on the board of A Place to Be, an organization that fosters belonging and healing through music therapy and expressive arts. Additionally, I am active in the Young Men’s Service League, which promotes volunteerism among mothers and sons. I believe there is nothing better than sharing your passions in life with your children.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of the collaborative culture and strong values. I’m also actively involved in the InvestHERS women’s initiative at Mercer Advisors because I’m passionate about creating a supportive community where women can access mentorship, resources, and trusted advice to navigate their financial paths with confidence.
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