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 Tax Office Administrator
Heather joined the LifeTime tax team as our Tax Office Administrator in September 2022. She is responsible for administrative duties to support our tax clients and tax professionals, keeping the tax department organized and running smoothly.
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 currently resides in Downtown Apex with her husband, two dogs, and three cats. In her free time, she enjoys spending time with her family, shopping, cooking, and watching movies.