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Heather Ostrowski

Chief Financial Officerhostrowski@dbroot.com

As Chief Financial Officer, Heather’s responsibilities within the firm are far-reaching.  In addition to coordinating the day-to-day operations of the firm, she works closely with CEO David Root to ensure corporate objectives are being advanced. With a strong finance background, Heather is also responsible for managing much of the firm’s accounting, billing and compliance-related activity.  She is also in charge of managing DBR & CO’s partner relationships with Charles Schwab and Dynasty Financial Partners.


Heather re-joined DBR & CO in February, 2015 in a compliance and operations role after spending several years as a Senior Auditor with a public accounting firm.  She provided internal financial analysis and was responsible for office procedures and policies.


Heather holds a Bachelor of Arts in Economics and Accounting from the University of Pittsburgh.