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Heather Hinrichs

Wealth Advisor
Education and Credentials
University of Colorado Boulder, Regis University Denver
BA in Economics, MBA

For more than 20 years, Heather Hinrichs has helped individuals, families, and business owners navigate important financial decisions through changing markets and life transitions. Her interest in finance began at age 10 after a visit to the San Francisco Stock Exchange sparked a fascination with the markets and the impact financial decisions can have on people's lives.

What sets Heather apart is the breadth of her experience. Before moving into wealth management, she built a career spanning consulting, commercial banking, distressed debt, investment banking, capital raising, and private banking. As a result, she brings a practical, real-world perspective that goes beyond traditional investment management and helps clients navigate the complexities of their financial lives.

Heather attended the University of Colorado Boulder (Go Buffs!) and holds a Series 7, Series 63, and Series 66 licenses, as well as a Utah Health and Life Insurance License and an MBA. Throughout her career, she has advised business owners, executives, and high-net-worth families, drawing on expertise in alternative investments, lending, credit, and capital markets. She was also recognized as one of Utah's 40 Women Over 40.

After moving from Los Angeles to Park City in 2020, Heather discovered her passion for private banking and wealth management. She realized that her diverse background uniquely positioned her to help successful individuals and families make informed financial decisions while balancing their personal, business, and legacy goals.

Heather's approach is simple: listen first. She believes the best advice begins with understanding a client's goals, values, family dynamics, and priorities before developing strategies designed to support what matters most. Known for her direct, honest communication style, Heather focuses on building long-term relationships grounded in trust and meaningful conversations.

Outside of work, Heather enjoys skiing, Pilates, yoga, reading, exploring Park City with her family and their doodle, and spending time by the ocean whenever she can. She and her husband have four children: twin girls attending college, two boys who live in Park City, and a granddaughter who recently celebrated her first birthday. An enthusiastic home cook, Heather loves bringing people together around the table to share good food, laughter, and connection.

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”— Maya Angelou

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Career Highlights
Why did you get into wealth management?
My interest in finance began when I was 10 years old after a visit to the San Francisco Stock Exchange sparked a fascination with the markets and the impact financial decisions can have on people's lives. Although my career took me through consulting, commercial banking, distressed debt, investment banking, and private banking, each experience reinforced the same lesson: financial success is about much more than investments alone. Wealth management allows me to bring together everything I've learned over the last 20-plus years to help clients simplify complexity, make confident decisions, and align their financial lives with their goals, values, and vision for the future.
What do you enjoy most about the work you do for SteelPeak clients?
What I enjoy most about working with SteelPeak clients is building long-term relationships and truly understanding what matters most to them. I believe the best financial advice starts with listening, which is why I focus on understanding the complete picture of a client's life, family, goals, and priorities. My diverse background in banking, investment banking, and wealth management allows me to help clients navigate complex financial decisions with confidence and clarity. Most rewarding of all is helping clients simplify complexity so they can spend less time worrying about their finances and more time enjoying the lives they've worked so hard to build.
What do you love to do outside of work?
Outside of work, I enjoy spending as much time as possible skiing, Pilates, yoga, reading, being in the mountains, and escaping to the beach whenever I can. Whether I'm in the mountains or by the ocean, I love being outdoors. I especially enjoy cooking and bringing people together around our table to connect, laugh, and spend time with family, and friends.
What is your favorite book or quote?
"Life is meant to be shared." It's a simple reminder that the things that matter most, family, friendships, experiences, and even success, become more meaningful when shared with others. Whether I'm hosting a meal, spending time with my family, or working with clients, building genuine connections is at the center of everything I do.
Schedule a Meeting with
Heather
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Brandon McAuslen
Portfolio Manager
Dylan Drake
Marketing Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Teddy Weber, CPA
Tax Associate
Nicole Bezerra
HR Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Tai Habib
Senior Client Service Associate
Roger Lopez
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Enrique Vargas
Market Director
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Brendan Finneran
Senior Portfolio Manager
Jennifer Prendergast
Director of Tax Operations
Bardia Maghami
Vice President, Fund Operations
Annie Heller
Associate Wealth Advisor
Kiras Persky
Deputy General Counsel
Flavia Nunes
Sr. Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Jess Boone
Director of Client Development, SteelPeak Sports
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andrew Moss
Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Noah Barrionuevo
Associate
Luke Everhart
Business Development Associate
Michelle Nanoff
Sr. Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Bradley Triana
Tax Consultant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Tyler Resh
Chief Growth Officer
Myles Bozinovski
Sr. Market Director
Laila Bahman
Associate
Wyatt Gibson
Junior Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Rachel Otto
Staff Accountant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Michael Rashtian
Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Natalie Arias
Office Manager & Administrative Assistant
Charlotte Perkinson
HR & Talent Manager
Emelyne Ham
Sr. Client Service Associate
Jonathan Sheen
Junior Portfolio Manager
Kim Zajic
Chief Administrative Officer
Lisa Tashtchian
Sr. Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Kingsley Choi
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Patrick Oliver, MST, EA
Senior Tax Consultant
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joe Fusaro
Director of Operations
Joseph Brandolino
Associate Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Michael Nader, EA
Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Lioness Ebbay, Esq.
Director of Estate Consulting
Aimie Lalas
Tax Administrator
Tony Walsh
Chief Operating Officer
Ashley Payrits
Alternative Investments Analyst
Jason Hart
Director of Operations
Derek Ruan
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
James Cordle
Senior Trader
Josh Lev
Vice President, Investment Research
Ryan Santiago
Operations Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Wayne T. Slappy
Wealth Advisor
Adriana Carrillo
Accounting & Administrative Associate
Andy Rosas
AI Strategy & Operations Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Leonard Green
Compliance Manager
Anthony Kim
Portfolio Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Dalia Dardoon
Associate Wealth Advisor
Daniel Atchinson
Junior Tax Associate