Heather Anthony is a graduate of the Mary Jean and Frank P. Smeal College of Business Administration at The Pennsylvania State University with a Bachelor of Science degree in Accounting and International Business.
Heather holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Certified Public Accountant licensed in the state of Maryland.
Heather has over 25 years of combined experience serving as a Tax Professional in the Public Accounting, Corporate Tax, and Financial Management industries. Her experience includes extensive work as a Tax Advisor providing personalized, comprehensive, integrated, strategic advice that aligns with clients’ immediate to long-term financial plans. She is passionate about financial education and empowerment; and her mission is to support, encourage, and guide individuals and families on their journey to financial well-being, helping them make confident and informed choices that align with their goals and values.
Heather is an active and engaged member of her church and local community, serving in multiple ministries focused on outreach and philanthropy. She is committed to promoting financial stewardship, fostering community involvement and providing resources and support to others in need.
Outside of work, Heather enjoys spending time with her son and daughter, traveling, and creating delicious meals and a festive environment to host family and friends.