Heather Boyet, CTFA

Heather has over 25 years of experience in trust administration, estate settlement, and investment management matters. She works closely with her clients to assist them in achieving their personal financial and estate planning goals.

Heather holds the Certified Trust and Fiduciary Advisor (CTFA) designation and is a member of the Institute of Certified Bankers, the Estate Planning Council of Middle Tennessee, and the Tennessee Captive Insurance Association.  Heather received her master’s degree in business administration (MBA) from Belmont University’s Jack C. Massey Graduate School of Business. 

Heather is very active in her community and enjoys volunteering through several non-profit organizations.