Heather M. Coulter CFP®

Heather joined William Howard & Co, in January of 2023. She has more than 20 years of experience in advising clients on financial matters. Prior to joining her husband’s firm she co-founded Wheaton Wealth Partners, LLC in Wheaton IL. She and the WWP partners sold and merged that firm to Coyle Financial Counsel the end of 2015. Heather continued to run the Wheaton, IL and Naples, FL offices as a principal and lead advisor. She was featured on a TV series “ Let’s Get down to Business” where she discussed the challenges single women face in personal financial planning. She received her Accredited Asset Management Specialists in 2001 and her CERTIFIED FINANCIAL PLANNER™ certification in 2005. 
In addition to building client relationships in the Mid-South, Heather will continue working with clients virtually who reside in several states and will give the firm a presence in Naples, Florida during the winter months. She has worked with clients and professionals in that area for over 18 years.

Heather has a passion for helping people navigate through life transitions and plan their financial future. Incorporating her own life experiences, she’s able to offer sincere empathy and provide unique insight for understanding the many challenges women face today. She has knowledge both with working in the corporate world, in addition to smaller independent firms.

She is also a Certified Jazzercise Workout Instructor and finds great joy in helping her students become healthier, have fun while getting fit and improving themselves in mind, body and soul. She recently celebrated her 17th anniversary as an instructor.

Heather enjoys being active, traveling and spending time with her friends and family. She remains a true Midwesterner remaining a Chicago Blackhawks Hockey fan, while much appreciating her new Southern Ole Miss football family.

Contact me at hcoulter@whcfa.com