Heather is our newest C&D Partner and has been with the C&D team since 2015. She serves as a trusted advisor to our clients while providing the very best in tax planning and financial advice along with creative problem-solving.
Heather has been working in the accounting industry since 2006 and has broad experience working with individuals and businesses as well as estate and trust matters. She is also a member of the AICPA and California Society of CPAs. Heather continues to work on her Masters of Tax degree through Golden Gate University.
Heather attended California Polytechnic State University, San Luis Obispo where she earned her BS in Business Administration with concentrations in Accounting and Finance, before returning to be near family in the Santa Ynez Valley. Her family dedication carries over into her CPA work where she specializes in estate & trust and not-for-profit work.
Heather was a founder of a private preschool in Buellton. She now serves as Treasurer to both the Zaca Center Preschool and Inspired Works. Heather brings this same tenacity and commitment to every client she has the privilege of working with.
Heather enjoys attending plays and musical concerts, baking, reading, and spending time with her family.