About:
Heath is the President and CEO of ICON Wealth and Legacy Partners—he acts as your financial architect. Prior to joining ICON, Heath was a member of Sagemark Consulting's Financial Planning team and worked for PaineWebber in their Private Client Group.
With his experiences, Heath is able to serve as a valuable resource to his clients’ planning teams, by systematically addressing each need and helping to aid in achieving his clients’ objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of the office, Heath is well versed to provide charitable planning advice in his daily discussions with clients.
Heath holds FINRA series 7, 63 and 65 registrations and is currently insurance licensed in CA (OB98871) and TX for life/health/disability.
Heath is a graduate of the University of Arizona, where he was a Rhodes Scholarship nominee. He is currently a board member (program chair) of The Association for Corporate Growth 101 chapter and a founding member and current President of Zeta Beta Tau Southern California Alumni Association.
He is married to Wendy and they have two children, Sydney and Riley. Heath enjoys sports and traveling with his family.
