Heather joined SIMA in November of 2021 as a Portfolio Manager. A graduate of the University of Virginia with an Economics degree, as well as an MBA from VCU, Heather brings a 10+ year history working in portfolio management in the Richmond area. Heather endorses a goals-based, personalized approach to portfolio management. Understanding each client’s financial goals, history, and risk tolerance allows for full wealth management that moves beyond investment performance into a personalized wealth plan. Supporting and educating clients, helping them understand and achieve their financial goals is her main objective. Heather is an Accredited Investment Fiduciary® (AIF®), and as a fiduciary, is always focused on serving the best interests of the client.
Heather is a native of Virginia Beach, but has lived in Richmond since 2003, now with her husband Charles and son Holden. Heather is active with animal rescue and usually has a few foster animals mixed in with the family pets. In her spare time, she and her family have a passion for travel and try to plan exciting trips whenever possible.