Heather J. Swob, 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. In 2002, Heather received her Bachelor’s degree in Financial Services from Wright State University. In the years following her degree, she earned the Certified Financial Planner designation, as well as her insurance and securities licensing. She is currently working toward a Master of Business Administration degree at the University of Dayton with a focus in Accounting.