About Heather
Heather’s professional experience spans strategy consulting, financial analysis, and marketing. She combines these core skills with a deep interest and appreciation for personal wealth management, recognizing the importance of organization, diversified investments, risk management, and cost minimization in creating peace of mind and preserving wealth.
Prior to joining Focus Partners Wealth, Heather held a variety of senior management roles in corporate strategy and brand marketing at eBay and Target, following her career as a management consultant with McKinsey & Company in San Francisco. In each of these roles, she served as a trusted advisor and operator to the CEO, Board of Directors and clients on complex and large-scale financial issues and objectives. She began her career in Washington D.C. at The Advisory Board Company, providing global financial institutions with customized banking research.
Heather lives in Palo Alto with her husband and two teenage children. She is an avid fitness enthusiast and certified Pilates instructor and has brought her passion for financial management and community service to various non-profit roles. She currently serves as a member of the Advisory Council of the Palo Alto Partners in Education (PiE).
Education and Professional Milestones
- University of Virginia – bachelor’s degree, graduated Phi Beta Kappa and named an Echols Scholar
- Stanford University – MBA
Heather’s professional experience spans strategy consulting, financial analysis, and marketing. She combines these core skills with a deep interest and appreciation for personal wealth management, recognizing the importance of organization, diversified investments, risk management, and cost minimization in creating peace of mind and preserving wealth.
Prior to joining Focus Partners Wealth, Heather held a variety of senior management roles in corporate strategy and brand marketing at eBay and Target, following her career as a management consultant with McKinsey & Company in San Francisco. In each of these roles, she served as a trusted advisor and operator to the CEO, Board of Directors and clients on complex and large-scale financial issues and objectives. She began her career in Washington D.C. at The Advisory Board Company, providing global financial institutions with customized banking research.
Heather lives in Palo Alto with her husband and two teenage children. She is an avid fitness enthusiast and certified Pilates instructor and has brought her passion for financial management and community service to various non-profit roles. She currently serves as a member of the Advisory Council of the Palo Alto Partners in Education (PiE).
Education and Professional Milestones
- University of Virginia – bachelor’s degree, graduated Phi Beta Kappa and named an Echols Scholar
- Stanford University – MBA