Heather Voight, AIF

Heather joined SIMA in November of 2021 as a Portfolio Manager. A graduate of the University of Virginia with an Economics degree, as well as an MBA from VCU, Heather brings 10+ years of experience working in portfolio management in the Richmond area. Heather endorses a goals-based, personalized approach to portfolio management. Understanding each client’s financial goals, history, and risk tolerance allows for full wealth management that moves beyond investment performance into a personalized wealth plan. Supporting and educating clients, helping them understand and achieve their financial goals is her main objective. Heather is an Accredited Investment Fiduciary® (AIF®), and as a fiduciary, is always focused on serving the best interests of her clients.

Heather is a native of Virginia Beach but has lived in Richmond since 2003 with her husband Charles and son Holden. Heather is an active volunteer with an animal rescue organization. Her family usually has a few foster animals mixed in with their family pets. In her spare time, she and her family have a passion for travel and are always looking to plan exciting trips.