Title:

Financial Planner and Financial Advisor

Branch / Location: Cleveland, OH

Email: hfrutig@mcdonald-partners.com
Phone: 216-912-1468

Heather makes personal finance simple, approachable, and relevant. With a comprehensive approach, she helps clients identify financial goals, overcome barriers, and build personalized plans covering budgeting, saving, investing, debt, retirement, and estate planning.

Her financial services background spans investment management at Capital Group Companies and wealth management roles at JPMorgan Private Bank and Merrill Private Wealth Management, where she advised clients across their full balance sheet. In addition, Heather is an Associate Certified Coach (ACC) through the ICF and a Certified Professional Diversity Coach through CoachDiversity Institute. Her combined expertise in finance and coaching equips her to guide clients through the often overwhelming, emotional aspects of money and help them reach their financial potential.

She holds an MBA from Case Western Reserve University and a bachelor’s from the University of Michigan. Heather lives in Cleveland with her two kids, a Husky, and four chickens.