Heather is a rising star in the financial planning industry. She is a Principal of Coyle Financial Counsel and a Certified Financial Planner™ (CFP®). She has more than 18 years of experience in the financial field, assisting with tax return preparation and overseeing various financial advisor roles. She received her Accredited Asset Management Specialist (AAMS) in 2001 through the College of Financial Planning and successfully completed her Certified Financial Planner™ designation in 2005 through DePaul University.
Prior to merging with Coyle, Heather was a co-founder of Wheaton Wealth Partners. She worked with the WWP team to create the Insight Map, an interactive planning tool used to connect a client’s financial and non-financial world bringing clarity for the future. She is a member of the Financial Planning Association and local Wheaton Chamber. With many life experiences, Heather understands and empathizes with the challenges faced by women today and has built lasting relationships with her clients.
Heather is a Certified Jazzercise® Workout Instructor and franchise owner, just celebrating her 10 year Anniversary in this role. She finds great reward in assisting people with becoming healthier and improving themselves in mind, body and soul! Through her involvement with many nonprofit organizations dedicated to improving health and awareness, Heather helps women get fit while having fun.
Born and raised in Minnesota, Heather has two daughters Kayla, 24 and Julia, 18 and is a huge Chicago Blackhawks fan. She also enjoys riding and running for nonprofit organizations.