People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"I am passionate about helping our clients navigate through the complexities of their tax matters and collaborating with a team of exceptional professionals to meet their financial needs."

Heather Anthony, CPA

Manager of Tax Services

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As Manager of Tax Services, Heather is responsible for managing the tax department as well as tax preparation and review, and providing ongoing tax advice to our clients. She has extensive experience in individual and corporate tax matters and draws on her leadership skills to train, manage and mentor the tax team. She possesses the rare combination of having strong project management and organizational skills coupled with a deep desire to delight clients. Heather is passionate about getting to know each client personally and understanding their goals and values to provide a superior client service experience while delivering the highest quality tax services. Heather also serves on our Her Wealth® Executive committee.

Heather served as the Tax Manager at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She was also the Tax Manager at Discovery Communications, a Senior Tax Associate at Washington Gas Light Company, and a Senior Tax Accountant at Ernst & Young.

Heather earned her Bachelor of Science in Accounting and International Business from Pennsylvania State University. She is a licensed CPA in Maryland.

Outside of the office, Heather enjoys spending time with her family, serving her community through outreach ministries at her church and by counseling others to become better stewards of their finances.