People
Heather is a strategic tax and securities advisor with deep experience in executive compensation and employee benefits. She guides companies and executive teams through complex transactional matters—including mergers and acquisitions, IPOs, financings, and corporate restructurings—offering clear, practical solutions to issues such as Section 280G and Section 409A. Heather also provides tailored guidance on everyday governance matters, making her a trusted partner in success.
Heather’s approach combines legal precision with a pragmatic understanding of corporate needs. She has a strong track record in drafting compensation disclosures, helping companies prepare proxy statements and annual reports, and advising on a range of corporate governance issues. Her experience spans the design, implementation, and administration of a variety of compensation and benefits plans, including:
Heather’s background reflects her commitment to guiding others through complex challenges, with empathy and expertise. Before entering law school, she worked with high school students with autism spectrum disorders and learning disabilities, supporting them in both inclusion and specialized classroom settings. This background fuels her client-centered approach as an empathetic, purpose-driven advisor.
B.S. Education, Anderson University, summa cum laude
J.D., Duke University School of Law, magna cum laude, Order of the Coif, Managing Editor, Law & Contemporary Problems
California
Ohio
November 12, 2024
An Affiliate of Tres Energy LLC to Acquire Adams Resources & Energy, Inc. in Take Private Transaction
November 12, 2024
An Affiliate of Tres Energy LLC to Acquire Adams Resources & Energy, Inc. in Take Private Transaction
November 12, 2024
An Affiliate of Tres Energy LLC to Acquire Adams Resources & Energy, Inc. in Take Private Transaction
B.S. Education, Anderson University, summa cum laude
J.D., Duke University School of Law, magna cum laude, Order of the Coif, Managing Editor, Law & Contemporary Problems
California
Ohio