Growing up in a farming family, Heath was fascinated by the unwavering discipline his father showed with the family’s modest finances. Even though Heath went to Texas Tech University on an agriculture scholarship, he changed direction when he discovered his true calling: becoming a financial planner and helping people understand money in a better way.
After graduating with a Bachelor of Science in personal financial planning, Heath joined Financial Synergies in 2003 as a Financial Advisor. Today, he helps clients with all aspects of their financial lives, such as retirement planning, education planning, charitable giving, and investing.
As a CERTIFIED FINANCIAL PLANNER™ professional, Heath believes in giving solid, unbiased advice, and building relationships with clients that make a tangible, positive difference in their lives. He is an active member of the Financial Planning Association and is also a Qualified Kingdom Advisor™. In 2013, Heath became a shareholder at Financial Synergies.
Heath loves spending time with his wife, Morgan, Miss Texas 2005, and his three children, Dawson, Warren, and Holiday. He enjoys country music, fantasy football, and bird hunting. Heath and his family are active members of Tallowood Baptist Church. He sits on the board of directors for the Tallowood Baptist Foundation and is an Eagle Scout.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.