Heath is an owner and president of New Wave Wealth Advisors and brings entrepreneurial expertise from other personal business ventures that he oversees. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Heath specializes in managing affluent portfolios through comprehensive financial planning, asset management, trust & estate planning, tax sensitivity planning, and wealth & income strategies for personal, business, and multi generational clients.
Heath’s experience in banking and wealth management began in 2003 at Bank of America, where he served in various management and advising roles. He joined Arvest Wealth Management in 2009, has earned Master’s Circle recognition for the past 5 years based on portfolio performance and asset growth, and was promoted to a senior vice president. Heath holds a degree in finance & investments from the University of Arkansas and the accreditation of Certified Wealth Strategist® from the Cannon Financial Institute.
In his spare time, Heath loves traveling, aviation, and spending time with his twin daughters, Ashton and Hannah. He is looking forward to working with clients and driving their success in an entrepreneurial environment.