Heather Spencer (CFP®, CPA®)

Heather Spencer focuses in the
following client markets or areas of practice:

College/Education Planning

Corporate Executives

High Net Worth Client Needs

Tax Planning

Women's Financial Planning Issues

Planning Specialties

At Truepoint, wealth advisors lead the development of comprehensive and customized plans based on clients’ unique circumstances and goals. Advisors are committed to meeting their fiduciary responsibilities by delivering unbiased, proactive advice and personalized service. Our integrated and holistic approach includes investment management, financial planning, tax management, estate planning and risk management. We also offer specialized services for current employees of P&G and GE, as well as for retirement plans, foundations and endowments.

Additional Information

Building strong client relationships is at the heart of wealth management and one of Heather’s favorite aspects of her work at Truepoint. She is able to help her clients by calling upon Truepoint’s team of specialists and focusing the team on her clients’ circumstances and goals to deliver an outstanding client experience.

Heather is a magna cum laude graduate of Wright State University with a bachelor’s degree in financial services. She has also earned an MBA, with a focus in accounting, from the University of Dayton. Heather is a Certified Public Accountant (CPA) and a Certified Financial Planner™ professional.

Outside of work, Heather is involved with Dress for Success and enjoys food, wine, music, travel and working out.