Jacqui has been in the financial services industry for over three decades and excels at serving high-net-worth individuals with personalized advice, comprehensive strategies, and goals-based planning. She is also known for the care she shows her clients and her dedication to building strong, lasting relationships. Jacqui graduated from the University of North Carolina Asheville with a bachelor’s degree in Accounting and is a Certified Financial Planner™ (CFP®). Jacqui was the co-founder of the Financial Planning Association of Western North Carolina and served at the national level of the Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the Southeast. Jacqui is passionate about educating women so they can learn how to manage their finances and make empowered decisions and is an active member of the Beacon Pointe Women’s Advisory Institute. She is also active in her community and has served locally on many nonprofit boards, including OnTrack Financial Education & Counseling, YWCA, Leadership Asheville Forum, and many local animal welfare organizations. She is currently the chair of the Asheville Humane Society, Chair of the Investment Committee for Pisgah Legal Services, and Treasurer of Heart of Horse Sense, and serves on the Safe Haven Committee for Helpmate.

As a principal at The Van Winkle Law Firm, Heather Whitaker Goldstein focuses on incapacity planning, client advocacy, and litigation in a wide variety of situations where an elderly person is vulnerable to exploitation. She assists clients with drafting powers of attorney, incompetency and guardianship proceedings, will contests, trust modifications, estate-related litigation, and claims by and against individuals who are serving as executors, trustees, or agents under a power of attorney. She also assists clients with creating estate plans and planning for long-term care public benefits, and she advises executors, trustees, and guardians on the administration of estates. Before returning to Asheville in 1999, Heather completed a judicial clerkship with the Honorable Welton Curtis Sewell, U.S. Magistrate Judge for the U.S. District Court in the Eastern District of Virginia, and she worked for an international law firm in Washington, D.C. Heather participates in Buncombe County’s Elder Justice Leadership Team and serves on the Board of the NC Chapter of the National Academy of Elder Law Attorneys.