Heather Tweedlie, CFP®, is a Financial Planning Specialist at Cassaday & Company, Inc. Heather has been with the firm since 2018.
Heather works alongside the three Principal advisors of the firm in a dedicated capacity to provide their clients with comprehensive and proactive service. Specifically, Heather engages with clients to stay informed of their evolving needs and circumstances, and works to identify relevant planning opportunities.
She works collaboratively to develop high-level analyses in the areas of retirement, education, tax and estate planning. Her other responsibilities include reviewing investment allocations and preparing essential reports for the ongoing management of client accounts. She also assists with the onboarding of new clients.
Heather is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, and graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in applied economic management along with a business minor.
Outside of the office, Heather enjoys traveling, reading and spending time with friends and family. Heather currently lives in Arlington, Virginia.
She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.