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Top 5 StrengthsFinders
What three words best describe you?
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!
- 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.
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.