About Heather

Hi, I’m Heather.

I’m a CFP® (Certified Financial Planner™), CPA (Certified Public Accountant), CSLP® (Certified Student Loan Professional), and RLP® (Registered Life Planner). And because I’m a CPA, financial planner, and business owner, I see how it all works together.

I’ve owned and operated my fee-only financial planning firm, Townsend Financial, for the past 6 years, where I specialize in helping business owners and high-net-worth individuals reach their goals and maximize their finances.

I started my career with a BS in Accountancy from Arizona State University, W.P. Carey School of Business. I then went on to work in the San Francisco and New York offices at Ernst & Young, advising high-net-worth individuals and Fortune 500 companies. During my time in London, I served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. In 2020, I was honored to be named a Top 23 Financial Advisor for Millennials by Business Insider.

I live in sunny Scottsdale, AZ with my husband, twin girls that keep us very busy, and a furry Bernese mountain dog, but I work with most of my clients virtually, so my client roster spans all across the country. Aside from working, I love yoga, travel, and am ridiculously passionate about cars. Especially fast ones. 

So glad you’re here!