Chief Investment Officer of Financial Management, Heath originally joined FMI in 1997 and has past associations with two broker-dealers: HFG Investment Group, LLC (2002-2003) and The Leaders Group, Inc. (1997- 2002). In December of 2001, Heath was called to active duty by the U.S. Navy and spent a year in Bahrain in support of Operation Enduring Freedom. After completing his military service, he spent six years working as a sales manager for a Fortune 100 company and rejoined the firm in 2009.

Heath has a bachelor’s degree from the University of Arkansas at Little Rock, and a MBA with an emphasis in international business from Webster University. Heath is an Accredited Investment Fiduciary Analyst® in association with the Center for Fiduciary Studies in Pittsburgh, PA. Heath’s primary role is marketing and new business development.