Heather Schaen, MBA

Chief Administrative Officer (CAO) | Private Wealth Relationship Manager
Heather Schaen

Heather serves as our team’s liaison and concierge to our high-net-worth clients. With over 30 years of administrative leadership, she is committed to providing the highest level of client service by diligently managing our team’s service model, which encompasses the broad aspects of daily administration and communication. Heather works closely with the team and families to ensure all aspects of client services are carried out smoothly and with a personal touch. Prior to joining Brandywine Oak Private Wealth, Heather was Director of Client Services at Wheeler Financial, a branch of Raymond James Financial Services, ICD. She previously served as President of the Kennett Consolidated School District Board of Directors overseeing finance, government liaison and personnel committees.

Heather is a graduate of the University of Delaware with a Bachelor’s Degree in Education and a Master’s Degree in Administrative Leadership. She is an avid outdoor enthusiast and enjoys hiking, biking, boating and running. She lives in Kennett Square, PA, with her husband, Dave, and they have three daughters: Kristin, and twins, Jennifer and Morgan.