Heather J. Spencer, CPA, CFP®

Sr. Wealth Advisor & Shareholder

“Whether in my personal relationships or professional, I like to be the ‘go-to’ person. I want to be there for my friends when they need a compassionate ear or be the person my clients think to call when issues arise and the Truepoint team can help.”

Heather’s Story

Heather works closely with her clients to understand their concerns, their dreams, and their values in order to craft an individualized financial plan that will bring them peace of mind and help them achieve their goals. She is especially skilled at integrating tax planning into larger strategies and explaining complicated rules so that clients can make more informed decisions. Heather appreciates the culture of Truepoint and how a spirit of collaboration extends across the firm. 

Heather likes to spend time with her family, especially in the mountains or on the water. She and her husband enjoy traveling, and they try to see live music as often as possible—though not quite as often since the birth of their son in 2018.


Specialties: financial planning, goal setting, taxation strategies

Education

Wright State University, BS, Financial Services
University of Dayton, MBA, Accounting

Designations

CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant

Community Involvement (1)

  • Impact 100, Finance Committee & Family Focus Area Committee

Interested in working with
our team?