FUND A LIFE YOU LOVE

Heather Luecke

Treasurer

hluecke@lenoxwealth.com

 

Kolbe Score

8 7 2 4


Top 5 StrengthsFinders

  • Connectedness
  • Harmony
  • Achiever
  • Responsibility
  • Discipline

What three words best describe you?

  • Dependable
  • Caring
  • Motivated

 

What I like best about my role at Lenox

My favorite part of my role is collaborating with both the Lenox team and our clients. The Lenox team has such passion when working with clients to find creative solutions, and I love to see it when clients are excited, too. The positive energy at Lenox is contagious!


Special Certifications

  • Certified Public Accountant (CPA)


Best advice I was ever given

“Climb the mountain not to plant your flag, but to embrace the challenge, enjoy the air and behold the view. Climb it so you can see the world, not so the world can see you.”


What does “Fund a Life You Love” mean to you?

It means a person is able to utilize their available resources to live a life with minimal stress and maximum enjoyment.

 

Clients often tell us that we show them how to think about issues more thoroughly and help them ask the right questions. It’s a joy to see the peace of mind they experience when they have a plan in place that matches their financial goals and life dreams.

 

Biography

 

Heather joined Lenox Wealth Management as the firm’s Accounting Manager in 2015. 

Before working at Lenox, Heather was a Finance & Accounting Manager at Procter & Gamble for over 18 years. She worked in various organizations during her career at P&G, which included U.S. General Accounting, Corporate Tax, SAP Implementation Team, Fine Fragrances Finance & Accounting, Global Business Units - Budgets & Forecasting, and Corporate R&D Finance.

Heather is a native of the Greater Cincinnati area and graduated from Miami University with a Bachelor of Science degree in Accounting (1996).  She earned her CPA license from the Accountancy Board of Ohio in 2000.

Heather, her husband Tony, and their two children live in Milford.