Bio

Heather is a principal with Baker Tilly’s private wealth practice. With more than 15 years of professional tax experience including research, planning and compliance, Heather specializes in serving high-net-worth individuals, closely held businesses and trusts for their planning and compliance needs. Heather advises on gift and trust planning. She also has significant experience working with not-for-profit organizations, including private foundations. Bachelor of Science in business administration and accounting Shippensburg University of Pennsylvania;