My F&M

Heather D. Jackson

Client Service Specialist

Heather D. Jackson

Client Service Specialist
Heather D. Jackson, Client Service Specialist

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

Working along-side the financial planning team, Heather is excited to support Amy Thomas’s clients.  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 3.5 years in the Wealth Management industry division and 3 years in the retail banking division.

Heather lives in Maineville with her husband, Connor. Outside of work, you will find them traveling to new places, crafting, 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