Heather Tweedlie

Paraplanner

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  • Financial Planning & Advanced Strategies

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heather@cassaday.com

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Heather Tweedlie is a Paraplanner in the Financial Planning Department at Cassaday & Company, Inc. and has been with the firm since May 2018. She works with the Director of Financial Planning to provide high-level analyses in the areas of retirement, estate, and tax planning. Heather creates and analyzes custom reports that are specific to individual financial planning needs.

Heather also assists with the onboarding process of new clients. She reviews current investment allocations and prepares reports for the ongoing management of client accounts. She also helps with the analysis of cash flow strategies, employee benefits, and retirement planning. Heather is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc.

Heather graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in applied economic management along with a business minor. Her degree from the University’s CFP Board Registered Program allows her to work toward pursuing the CFP designation.

While at Virginia Tech, Heather was an active member of the Financial Planning Association (FPA) student chapter, and worked a summer internship at a financial planning firm in McLean, Virginia.

In her spare time, Heather enjoys traveling and reading. She currently lives in Alexandria, Virginia.