Throughout her career, Heather Welsh, CFP®, AEP®, MSFS, has been motivated by a single ambition — to make wealth planning accessible, relevant, and personalized to each individual and family she serves. She graduated summa cum laude from Mercyhurst University with a double major in Finance and Dance, later earned her Master of Science in Financial Services from The American College of Financial Services, and holds the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils.

As senior vice president and wealth planning department leader at Sequoia Financial Group, Welsh sets strategic direction for the planning solutions delivered across the firm's client base. She leads a team of wealth planners and strategists, and oversees planning operations, technology, and team development — as well as the firm's planning-side integration work as Sequoia grows through M&A.

Welsh's commitment to the profession extends well beyond Sequoia's clients. She serves as Secretary of the Alumni Council at The American College of Financial Services, sits on the Board of the Estate Planning Council of Cleveland, and served as president (2022–2023) of the Cleveland-Akron Chapter of the Society of Financial Services Professionals. She co-founded Sequoia's Women's Initiative, serves on the Board of the Sequoia Financial Foundation, and volunteers in the classroom with Junior Achievement of North Central Ohio to advance financial literacy.