Meet the Team
Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
Executive Team Member
Heather Poe Client Experience & Operations Specialist
Heather joined LifeTime as our Tax Administrator in September 2022. She is responsible for administrative duties to support our clients and tax professionals and keeps the tax department organized and running smoothly. In May 2026, Heather was promoted to be LifeTime’s Client Experience & Operations Specialist.
In this expanded role, she will now be supporting both the asset and tax sides of the firm. While continuing her existing duties as tax administrator, she will now be at the front of the office, handling scheduling, and many other managerial responsibilities. Her top-tier organizational skills and warm demeanor are essential to the daily operations of both halves of the company.
Heather has over 20 years of office management experience, with a wide background in various industries. She has previously worked as an Office Manager for businesses of all sizes in the Raleigh area.
Originally from Queens, New York, Heather has been in the Raleigh area for over 30 years. She raised her daughter, Kat, in Raleigh, and currently resides in Downtown Apex with her husband, two dogs, and three cats. In the fall of 2023, Kat will welcome Heather’s first grandchild. In her free time, Heather enjoys spending time with her family, shopping, cooking, and watching movies.
