Heather Milburn helps lead the operational and compliance functions that support Rea Wealth Management's commitment to serving clients with integrity, consistency, and care. She is passionate about building efficient processes and fostering a culture of accountability, collaboration, and continuous improvement.
With experience spanning compliance, operations, human resources, and strategic initiatives, Heather plays a key role in supporting the firm's growth and long-term success. She works closely with team members across the organization to strengthen processes, manage regulatory requirements, and implement initiatives that enhance both the client and employee experience.
Areas of Focus
- Compliance Management
- Strategic Business Initiatives
- Operations Management
- Human Resources
Professional Credentials
- FINRA Series 7 Registration
Education
- Associate Degree in Business Management Finance, Stark State College
- Bachelor of Science in Business Administration and Human Resource Management, Franklin University
Professional & Community Involvement
- 2025-2027 Commonwealth Advisor Council
- Graduate, Leadership Tuscarawas
- Member Tuscora Chapter of the Society of Human Resource Management
- Volunteer and founder NPact Organization
- Volunteer Leaders of Tomorrow Summit
- Volunteer New Philadelphia City Schools
- Past Executive Board Member, Leadership Tuscarawas
- Past President, New Philadelphia Business and Community Association
- Past Founding Member, Leaders of Tomorrow (formerly Women Supporting Students)
Outside the Office
Heather lives in New Philadelphia, Ohio, with her husband, DJ, and their daughter, Zella. She enjoys supporting her family's activities, exploring new experiences together, reading, painting, and creating crafts.