Heather Welsh, CFP®, MSFS

Director, Wealth Planning

While you may not meet with me directly as a client of Sequoia, there’s a good chance I will have a hand in crafting your financial plan. I love delving into the technical details of drafting the plans that are ultimately presented to our clients.  I collaborate with all of the lead advisors at the firm in modeling, forecasting, analysis, and updating of our clients’ plans with a focus on planning for owners of closely-held businesses. In addition, I develop planning-based recommendations and strategies for our clients both through and outside of the formal planning process.

Professional Accreditations & Education

  • Acquired the Series 66, The Uniform Combined State Law Examination (inactive)
  • Acquired Series 7 (inactive)
  • The American College, Master of Science in Financial services (MSFS)
  • Mercyhurst University, B.A. in business with a focus in finance and a B.A. in dance, summa cum laude

Industry Involvement

  • Serves on the Board of Directors for the Cleveland-Akron Chapter of the Society of Financial Service Professionals
  • Member of the Estate Planning Council of Cleveland
  • Member of the Advancement Committee at the Akron Art Museum
  • Member of the Finance Council & Welcome Committee at St. Ambrose Catholic Parish

Up Close

  • Originally from New Jersey, is an avid football and hockey fan (New York Giants, New Jersey Devils and The Ohio State Buckeyes)
  • Lives in Brunswick Hills, Ohio with her husband
  • Joined Sequoia in 2007