Heather Zack JD, LLM, MSFP, CAP®

I’ve spent my career at the intersection of planning, education, and people — helping advisors bring clarity and confidence to their most complex client relationships. At Carson, I lead our Private Client Services team — a group dedicated to helping advisors serve high- and ultra-high-net-worth families with the depth and care those relationships deserve. We collaborate side-by-side with advisors to design sophisticated estate, tax, charitable, and business-exit strategies — but we never lose sight of what matters most: the people and stories behind the numbers. Whether it’s simplifying a generational wealth transfer, guiding an advisor through a client’s liquidity event, or building new ways to deliver planning education at scale, I’m energized by connecting the technical with the human. Outside of work, I’m known for overpacking for three-day conferences and bringing the same level of preparedness to just about everything else. At heart, I’m a lifelong learner, teacher, and planner — always looking for ways to make the complex more approachable and the meaningful more measurable.