Heather Coulter

I truly enjoy helping people. With many of my own life experiences, I understand and empathize with the challenges faced by women today. I’ve worked in the corporate world, experienced the disappointment of divorce, and parented my girls as a single mom. I’ve since remarried and know the joy of finding the right person, while also relating to challenges with blending families. I was featured on a talk show series called, “Let’s Get Down to Business” where I discussed Financial Planning for Women and their many challenges in these areas.

I’m a Principal of Coyle Financial Counsel and a Certified Financial Planner™ (CFP®). I have more than 20 years of experience advising clients in making financial decisions. I received the Accredited Asset Management Specialist (AAMS) in 2001 through the College of Financial Planning and successfully completed my Certified Financial Planner™ designation in 2005 through DePaul University. For more information, Click Here.

Prior to merging with Coyle, I was a co-founder of the firm Wheaton Wealth Partners. I worked with the 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. We continue to use these mind maps in our process today.

I’m also a Certified Jazzercise® Workout Instructor, celebrating my 15-year anniversary in this role. I find great reward in assisting students with becoming healthier and improving themselves in mind, body, and soul! I’m dedicated to helping women get fit while having fun.

I reside with my husband, Bill, in Memphis, TN and am blessed with two daughters and two stepchildren who all live independently.