My F&M

Heather D. Jackson

Client Service Specialist

Heather D. Jackson

Client Service Specialist
Heather D. Jackson, Client Service Specialist

Heather Jackson's favorite part about any job she’s had is the relationships established with clients.  Her attention to detail, client focus, drive, and passion are just a few of the characteristics she enjoys putting to work for the clients of Foster & Motley.

After working along-side the financial planning team for three years, Heather is expanding her knowledge by learning other parts of the business.  As of July 2023, she will be providing support to the Investment Management team, serving Zach Horn's clients and helping with the firm's marketing efforts.  There is no task she isn’t willing to tackle, and will do what it takes to finish the job. Prior to joining Foster & Motley, Heather worked at US Bank and spent over three and half years in the Wealth Management division and three years in the retail banking division.

Heather and her husband, Connor, live in Morrow with their son, Jett, and rambunctious lab, Chief. Outside work, you will find them traveling to new places, working out, boating, camping, and spending time with friends and family.

Quick Facts:

  • Graduate of The University of Cincinnati with an Associates in Financial Services, 2016
  • Graduate of The University of Cincinnati with a Bachelor of Business Administration, 2019