We can help you simplify financial matters so you can plan to live well and confidently
Heather joined Hobart Financial Group in 2015 as Relationship Manager after relocating with her family from New Jersey. She brings with her over 9 years of financial industry experience as a Client Relationship Specialist with WBI Investments, a Wealth Management Firm.
She attended Rutgers University in New Brunswick, NJ where she earned a Bachelor of Arts in Economics. Additionally, she has held the Registered Paraplanner (RP®) designation since 2008 and is a licensed life and health insurance agent.
Heather resides in Huntersville, NC where she enjoys spending her free time with her husband, Carl and their three year old daughter, Ava.
Jacob Woodrum, CFP®
Associate Financial Planner
Jacob Woodrum is an Associate Financial Planner at Hobart Financial Group. He is a graduate of Bluefield College in Virginia where he earned a Bachelor’s degree in Business Administration with a concentration in Accounting. He is a Certified Financial Planner® and is passionate about helping people take the guesswork out of finances and retirement and provide clarity in a simple and easy way to understand.
Jacob and his wife Allie recently moved to the area from Virginia and reside in Charlotte. They are excited about becoming involved in the vibrant and growing community. Outside of work, Jacob enjoys reading, being outdoors, and spending time with his wife and both of their families.