Heather Lovallo, CFP®
Heather is a graduate of Samford University and earned her master’s in Higher Education from Florida State University. After the death of her father in 2004 and dealing first-hand with the ripple effects of financial decisions made over the course of a lifetime (both good and bad), she was drawn to make a career change into personal finance. A former military spouse, she took a hiatus from paid work for the better part of a decade to be a stay-at-home mom. After the adventure of living in six different states, she’s settled in Pace, Florida, and has been thrilled to be a part of the WFP team since 2020. She loves listening to clients share their values and assisting them with the implementation of purposeful financial decisions to help them achieve their goals! Outside of work, she spends most of her time with her children, Keane and Echo, and takes great pleasure in running, reading, traveling, and being outdoors!
What is your favorite type of vacation? Anyplace I can go hiking — bonus points if there’s a great vista or historical site to enjoy along the way!
What is something unique about you? I have a couple of webbed toes – excellent for balancing and swimming.
What kind of car do you drive? A 2018 Honda Odyssey — bought used and paid in full (you should have seen the look on the salesman’s face when I pulled out my debit card instead of financing it, ha)!