Operations Specialist, CFP®

Heather attended Elon University where she studied business administration and economics.‬ Heather began her career in personal finance in an operational role with an Investment Firm.‬ She then moved to a multi family office where she continued her work in operations but had‬ more interaction with clients. Heather enjoys helping clients pursue their financial goals while‬ being a part of a team. After caring for her small children for several years, Heather joined‬ Belmont Capital Advisors in 2025. She looks forward to working on the Belmont Capital‬ Advisors team and assisting clients. She is a‬‭ CERTIFIED‬‭ FINANCIAL PLANNER™.‬

Heather lives in Belmont and enjoys spending time with her family. She and her husband have‬ two young children and two dogs. She also enjoys traveling both locally and abroad. Locally‬ Heather loves to travel to the NC mountains where much of her family is from.‬