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Home – Heath Chavis, CPA, CFP®

Heath Chavis, CPA, CFP®

 

Heath Chavis, CPA, CFP®

Tax & Wealth Manager

Heath Chavis joined the EagleStone team in June of 2017 as a Tax and Wealth Manager. In this role, Heath works with the tax and wealth management teams to manage tax planning, tax preparation, and consulting in conjunction with financial planning and wealth management.

Heath graduated from the University of Maryland, where he earned his Bachelor of Science in Accounting; and later followed that up with earning his Masters in Taxation, MST, from the University of Baltimore.

Heath grew up in Reisterstown, a suburb of Baltimore, MD. He currently resides in Gaithersburg, MD with his wife, Jodi, and their two children, Bryn and Ian. Heath enjoys golfing, spending time with his family, and vacationing at the beach. He ran a half marathon, was on the Wheel of Fortune in December of 2016, and has made two appearances at the World Series of Poker.

 

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