Meet Heather Lovallo, CFP®
Financial Planner
Education: B.A., in Human Development and Family Studies, Samford University
and M.S., Higher Education, Florida State University
Heather's Areas of Expertise
- Budgeting and cash flow
- Education funding
- Investment management
- Tax planning
- Employee benefits
- Student loans
- Insurance
- Charitable giving
- Retirement/financial independence planning
I get excited about working with people who are:
Navigating demanding life changes – such as current and former military members, divorcees, career changers, caregivers, and those dealing with a health crisis. I also love helping people feel more organized and in control of their money by teaching them how to efficiently create – and use – a budget! No matter their season in life, I'm passionate about helping people align their financial decisions with their deeply held values and goals, step-by-step.
When not at work, you’ll find me:
Spending time with my children, Keane and Echo. I also take great pleasure in running (almost) daily, reading, traveling, sharing fun times and yummy food with extended family and friends, and being in the great outdoors!
