HEATHER B. BATES

Heather B. Bates, MBA, CLU, CDFA®

Founder & Financial Adviser

Heather Bates is the founder of Bates Wealth Strategies, where she partners with women navigating life’s most pivotal transitions, whether through divorce or widowhood to help them regain clarity, confidence, and control over their financial futures.

With a warm, practical approach to comprehensive financial planning, Heather simplifies complex financial decisions and develops strategies aligned with her clients’ values and goals. Her mission is to help every woman she works with feel seen, supported, and empowered to move forward with purpose.

Heather graduated Magna Cum Laude from The University of Texas at Tyler, where she earned both her Bachelor’s and Master’s degrees in Business Administration. Heather and her family attend First Baptist Church Troup, and she hosts a monthly Women's Bible Study in Troup. She also serves on the Christus Trinity Mother Frances Women’s Board and Therapet Development Committee, reflecting her deep commitment to community and giving back.

She resides in Troup, Texas, with her husband, Trevor, their daughter, Charley Rei, and their son, Ford Elwood. Family is everything to Heather, and when she’s not guiding clients, you’ll likely find Heather cheering on her kids at the ballfields, traveling, or spending time with her loved ones and friends.

At her core, Heather believes financial planning isn’t just about numbers, it’s about helping clients gain greater clarity and build a life that reflects what matters most.