Episode 16

Heather Fortner on Living Net Worthwhile

Feb 23, 2021

Jeff Shafer, CEO of CommonGood Capital, is joined by Heather Fortner, CEO of SignatureFD, to chat about how her start as a Chief Compliance Officer gave her a broad education into the financial services business, the value in taking the time to be curious and of having a road map, the evolution of the “net worthwhile” concept – and more.

A New Lens with CommonGood Capital

#16 - Heather Fortner on Living Net Worthwhile

00:00 /

Guest

Heather Fortner

CEO of SignatureFD

Now as CEO, and previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Fortner has learned, navigated, and held strategic oversight for every aspect of the organization. A highly-sought-after leader in the industry, Fortner is regularly asked to speak on the ever-changing landscape of wealth management. Heather holds a Bachelor of Finance from Kennesaw State University, a Master of Science in professional counseling from Georgia State University, and is an Investment Adviser Certified Compliance Professional®. Additionally, she is a graduate of the Schwab Executive Leadership program and the G2 Institute.

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