Heather B. Bates, M.B.A.
Founder & Financial Adviser
Heather Bates is the founder of Bates Wealth Strategies, LLC. She started her career in the financial industry in 2013. Heather sincerely believes that most people want to do what's right: right for themselves, right for their families, and right for their communities. She loves the opportunity to make it easier for people to do what's right, and more importantly, make it easy for her to do right by them. She is passionate about helping her clients create and understand their financial goals in order to develop a sound financial strategy.
She resides in Troup, TX with her husband, Trevor, their daughter, Charley Rei and son, Ford Elwood. Family is everything to her.
Heather graduated Magna Cum Laude from The University of Texas at Tyler with a Bachelor's and a Master's of Business Administration.
Maintaining a strong sense of community and a solid professional foundation are also very important to Heather. She passionately gives back by serving on the Christus Trinity Mother Frances Women's Board.
Heather enjoys spending time and traveling with her family and friends.
Lindsay Coxe
Executive Assistant
Meet Lindsay, a cornerstone of our office, whose unparalleled organizational skills and keen eye for detail ensure that every task is handled with precision. She cultivates a well-ordered workplace, enhancing productivity and fostering a positive and welcoming atmosphere. Beyond her administrative prowess, Lindsay plays a crucial role as the unsung hero behind our success and serves as the first point of contact for clients with our office.
In her life outside the office, Lindsay's nurturing spirit is evident in her love for collecting plants. When not immersed in administrative duties, she explores the great outdoors, hiking through nature's wonders. A dedicated music enthusiast, Lindsay is always on the lookout for new sounds. Off-duty, she cherishes moments with her son Emery, creating a harmonious balance that fuels her passion for both work and life. Lindsay is not merely an administrative asset; she is the dynamic heartbeat of our team.