The Foundation
Founder & President
A public charity helping people make money decisions they can stand behind at home, at work, and in their communities.
Explore the Foundation →Shepherds of Capital Foundation, Inc.
501(c)(3) Public Charity
Our Founder
Capital carries weight. It deserves to be held with care.
Her career has followed capital. What she found there became Shepherds of Capital.
Her Story
Long before Shepherds of Capital had a name, Heather had seen how capital is lent, protected, invested, managed, and convened.
Wealth management
For nine years in executive leadership at a registered investment adviser, she built how clients are served and how advisers work.
Private capital
In alternative asset management and private equity, she saw capital shape companies long before the public sees them.
Banking and markets
From mortgage lending to the broker dealer world, she saw deposits become loans and savings become ownership.
Insurance
Leading operations for a national insurer, she saw how capital stands between families and the unexpected.
On the global stage
For nearly six years, Heather was a co-creator of the Future Capital Initiative, an alliance of global leaders working to align capital with lasting prosperity for people and the planet.
Alongside the United Nations Conference on Trade and Development, the United Nations Office for Partnerships, and the World Academy of Art and Science, she helped write its mission and strategic plan, select its first fifty members from across sectors and cultures, and convene its inaugural meeting at United Nations Headquarters in New York in 2019.
In every sector, one thing held true.
Capital is never only money.
It is trust placed in human hands.
Over the years, Heather worked alongside many people who held their word and their practice together. She also saw how easily the two can drift apart, and how much depends on the distance between what is promised and what is done.
She could stay in a good profession she had given many years to, or she could step out and build what she believed was needed. That season was not easy. Walking away from the security of a long career rarely is, and for a time the path forward was not visible.
So she grew quiet, and spent that season in prayerful meditation.Clarity came slowly.The first thing to arrive was not a business plan.
It was an image.Not just an image. A seal.
The seal came first.
The name, the work,
and the book followed.
The seal that now carries the name Shepherds of Capital.
Every part of Shepherds of Capital is held to the same Core Values.
TruthCourageAccountability
Founder & President
A public charity helping people make money decisions they can stand behind at home, at work, and in their communities.
Explore the Foundation →Shepherds of Capital Foundation, Inc.
501(c)(3) Public Charity
Chief Executive Officer
Chief Compliance Officer
A fiduciary practice guiding individuals, families, and organizations through investment and planning decisions.
Explore Wealth Management →Shepherds of Capital, LLC
Florida Registered Investment Adviser
Author & Speaker
Writing and speaking that examine stewardship, responsibility, and the systems our financial decisions shape.
Read her perspective →Shepherds of Capital Publishing
The Weight of Capital, 2026
Shepherds of Capital Foundation, Inc. and Shepherds of Capital, LLC are separate legal entities, each guided by the same Core Values.
The Book
Stewardship, Responsibility, and the Systems We Shape
Every system reflects the way capital is directed.
Heather wrote this book to ask what ours is building, and who is responsible for where it goes.
Credentials
Series 65Uniform Investment Adviser Law Examination, 2025
Investment Adviser RepresentativeState of Florida
Series 6 and Series 63Previously held
Life, Health, and Variable Contracts Insurance AgentState of Florida
Leadership
Founder, Shepherds of CapitalShepherds of Capital Holdings LLC, Shepherds of Capital, LLC, and Shepherds of Capital Foundation, Inc.
Co-creator, Future Capital InitiativeInaugural meeting at United Nations Headquarters, 2019
Author, The Weight of CapitalShepherds of Capital Publishing, 2026
Insurance activities are conducted separately from Shepherds of Capital, LLC and are not advisory services of the firm. For Heather's registration, background, and outside business activities, see her Form ADV Part 2B and the firm's Form ADV.