Mrs. Heather D. Matheney is a Managing Partner of Evolve Financial Advisors and an Investment Advisor Representative with Cetera Wealth Services, LLC She is dedicated to helping clients gain confidence in their financial futures through thoughtful planning, investments, and insurance strategies.
Heather's drive for this industry has deep roots.
“Even as a small child I have felt the effects of Financial Planning. I didn’t understand it at the time but nonetheless, the financial decisions of my parents directly impacted my childhood. I was born to 2 elementary school educators who were in the beginning of their careers and making big impacts in our small community. Neither had a reason to believe that planning was going to have any immediate impact on our lives. However, 5 days before my 7th birthday my Dad passed suddenly. We went from a family with 2 teachers’ incomes to a family of 1 teacher income overnight. Unbeknownst to me, they had made the decision to protect the family with life insurance one afternoon when a door-to-door salesman stopped by and explained why families need protection. I am sure my future would have been quite a bit different if they had not made that decision.”
Today, Heather finds immense satisfaction in guiding clients through significant financial transitions—whether it's helping young couples start their financial journey, assisting those nearing retirement, supporting families in legacy planning, or offering solace to recent widows. Witnessing clients achieve financial peace and reach their goals is a source of great joy for her.
With over 20 years in the industry, Heather considers it an honor to serve as a Financial Advisor. She values the trust clients place in her as she navigates them through life's pivotal moments. Additionally, she supervises other Financial Advisors, providing them with guidance and support to make a broader impact on both their clients and colleagues.
Heather joined Evolve Financial Advisors (formerly Cantrell Financial Services) in March 2002. Raised in the Upper Cumberland, she married Chris Matheney in 2002, and they have two children, Bentley and Harper. She earned her degree in Business Administration with a Finance emphasis from Tennessee Technological University in 2003. Heather holds Series 7, 66, and 24 registrations with Cetera Wealth Services, LLC, and is licensed in Life and Health Insurance.
