Heather prides herself in the high level of service she offers her clients when assisting them with their compliance needs and control environments. Whether it’s performing SOX consulting work or a financial statement audit, Heather takes time to listen to her clients and to establish trusting relationships with them. Heather is skilled at analyzing each of her client’s unique circumstances and providing specific recommendations to strengthen their financial operations.
Heather started her career at KPMG in the Milwaukee office in 2007. Later, she worked at Baker Tilly for two years before joining Kohl’s Department Stores where she worked as a senior auditor in Internal Audit. She returned to Baker Tilly in Milwaukee and in 2016 moved to Austin to start the Baker Tilly Austin office.
Throughout her career, Heather has focused primarily on external financial statement audits and SOX work. She has worked with both large and small-scale companies in a variety of industries, including technology and financial services.
Heather earned her B.B.A. from the University of Wisconsin-Milwaukee. She became a CPA in 2010 and is a member of the AICPA. Additionally, Heather has participated in various women initiative committees throughout her career. At Holtzman Partners, Heather enjoys working on large, cross-functional teams and likes the challenge of keeping everyone on task. Her strong leadership skills are apparent through her mindful mentoring and training of team members.
Outside of work, Heather and her husband have three young children and enjoy hosting their out-of-town friends and family who visit them in Austin.
What’s something many people don’t know about you?
I spent my summer time sailing Wisconsin’s inland lakes when I was young.
Where did you grow up and why aren’t you there now?
I grew up in Waukesha, WI (outside of Milwaukee) and moved to Austin almost two years ago. I’m not a fan of cold weather, so Austin is a wonderful place to call home.
What’s your favorite thing to do in Austin?
It’s fun to explore different areas of the city, check out new restaurants, and my kids love the Thinkery!
Where is your favorite place to travel to or visit?
I studied abroad in Paris and traveled all over Europe while I was there. I’ve been dying to go back.