Aurelius Family Office
Heather Wolfe, FPQP™
Managing Director, Operations
Financial Advisors
About Heather
Heather Wolfe serves as the Managing Director of Operations at Aurelius Family Office, bringing more than 20 years of experience in financial services with a focus on client service, trading, and account management. Her deep understanding of operational excellence and client care plays a vital role in ensuring a seamless experience for clients and team members alike.
Legacy & Credentials
From her decades of operational leadership to her commitment to client service, Heather’s career reflects a lasting dedication to supporting clients and colleagues alike.
Professional Certifications & Affiliations
- Financial Paraplanner Qualified Professional (FPQP®)
Greatest Professional Satisfaction
Heather values the unique nature of operations within a firm, where she interacts with many aspects of a client’s financial life — including custodians, banks, attorneys, accountants, family members, and, most importantly, the clients themselves. She collaborates closely with advisors to help bring their vision for each client to life. For Heather, the greatest reward comes from being part of a team dedicated to helping others achieve their goals, as well as supporting her colleagues within the Aurelius Family Office.
Greatest Personal Satisfaction
Having two high school-age children, life can be chaotic and hectic. I find personal satisfaction sitting down to dinner with my children, listening to how their day has been and what kinds of plans they have for the future. When I find time, I enjoy hiking, but most days I at least try to squeeze in a quick walk around my neighborhood with my dog.
Guidance Starts Here
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