Heath began his career in financial services in 2003 after completing his bachelor’s degree in business Management at Brigham Young University Idaho. He quickly became a very successful independent financial advisor serving clients throughout the western United States. His comprehensive approach to financial planning was a key to his success and proved instrumental as he later helped co-found the Allegis family of companies beginning in 2009. Having founded and managed many successful businesses, Heath has a clear understanding of the financial planning challenges facing successful entrepreneurs and business owners.
Heath and his wife Erin share 5 children and enjoy the outdoors, especially bicycles and touring on motorcycles. Heath is founder of Alturas International Academy, an International Baccalaureate Charter School Located in Idaho Falls, Idaho.