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RFP/New Business Coordinator, Director of Operations



Heath has over 23 years of working specifically with corporate retirement plans. His career started with one of the largest recordkeepers in the industry, selling and designing corporate retirement plans, before transitioning to a Retirement Plan and Investment Consultant with WealthPlan Advisors.


Heath's outside the box thinking and creativity began showing at WealthPlan Advisors and lead to him transitioning from a Consultant to his current role as Director of Operations for the firm. Heath's vast experience in retirement plan sales and the RFP process throughout his career is a valuable asset as he also coordinates and leads WealthPlan Advisors' RFP and New Business process

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