Heather Welch - Client Controller

Heather Welch recently joined Cohos Advisors as a Client Controller, bringing a strong educational background and a detail-oriented approach to client service. She holds a Bachelor of Science in Accounting and Finance and an Associate of Science in Business Administration.

Heather’s expertise in accounting, financial management, and business administration enables her to support clients with their daily financial operations and long-term planning. As a new member of the Cohos Advisors team, she is dedicated to building strong client relationships and providing accurate, timely, and personalized financial solutions.

Outside of work, Heather enjoys spending time with her family, camping in her RV, and taking vacations to warm destinations—especially relaxing at the beach or going on cruises. She looks forward to growing with Cohos Advisors and making a positive impact for clients throughout the region.