Heather J. Swob, MBA, CFP®

Wealth Management AssociateHeather J. Swob, MBA, CFP joined Truepoint Capital in 2008 with a background in personal financial planning. Prior to joining the Truepoint team, Heather spent over six years with the Buckingham Financial Group in Dayton, Ohio. During her time with Buckingham, Heather worked directly with clients regarding their retirement, tax, and estate planning needs. Heather received her Bachelors degree in Financial Services from Wright State University and a Master of Business Administration with a focus in Accounting from the University of Dayton.

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