Heather Offutt
About Heather Offutt
Heather Offutt is a Senior Tax Associate at Creative Planning LLC, where she has worked since 2019. She has a background in accounting with experience at various firms, including The Cordish Companies and Protection 1 Security Solutions.
Work at Creative Planning
Heather Offutt serves as a Senior Tax Associate at Creative Planning LLC, a firm that manages approximately $38 billion in assets for clients. She has been with the company since 2019, contributing to tax planning services. Her role involves working within a team that provides comprehensive wealth management services, which includes charitable planning and estate planning. Creative Planning LLC offers investment management for individuals, businesses, and charities across all 50 states and internationally.
Previous Experience
Before joining Creative Planning, Heather Offutt held several accounting positions. She worked as a Staff Accountant at The Cordish Companies from 2017 to 2018. Prior to that, she was a Staff Accountant at Protection 1 Security Solutions for two years, from 2015 to 2017. Heather also gained experience as a Tax Intern at MarksNelson LLC in 2014 and as an Intern at Miller Haviland Ketter PC, PA in 2015. Additionally, she worked as a Student Assistant at The University of Kansas from 2012 to 2014.
Education and Expertise
Heather Offutt studied at The University of Kansas, where she earned a Master's degree in Accounting from 2014 to 2015. She also completed her undergraduate studies in Accounting at the same institution from 2010 to 2014. Her educational background provides her with a strong foundation in accounting principles and practices, which she applies in her current role in tax planning and wealth management.
Background
Heather Offutt has a diverse background in accounting and finance, with experience spanning various roles in the Kansas City, Missouri area. Her career began with her position as a Student Assistant at The University of Kansas, where she developed essential skills that contributed to her subsequent roles in accounting and tax services. Over the years, she has built a solid professional profile through her work in different organizations, enhancing her expertise in tax planning and wealth management.