3D Wealth Management Appoints Heather Cole as Director of Operations

3D Wealth Management, an ensemble group affiliated with Northwestern Mutual, a financial services company, has named Heather Cole as its director of operations.

A graduate of Lander University, Cole started her career with Northwestern Mutual in 2023. As the 3D Wealth Management team has grown and achieved Private Client Group status within the parent organization, she has seamlessly managed firm-wide responsibilities. The team serves a growing portfolio of almost 2,000 clients across 25 states.

“Heather is ideal for this role because she is a quick learner, a clear communicator, and a great task juggler,” says Jon Youatt, firm partner. “She is the consummate professional and keeps our internal team on track so that we can consistently deliver the best possible service to our clients.”

In this role, Heather will improve cross-functional business operations by aligning people, processes, and resources to support the firm’s goals. She handles day-to-day office operations including employee support, vendor relationship management, and corporate compliance.

This role will also allow opportunity for Heather to manage business analytics, studying performance metrics and profitability to support future growth.

3D Wealth Management’s planning philosophy is anchored in “three-dimensional planning” — a framework that builds a foundation of risk management, a disciplined investment strategy, and a tailored plan for distribution and legacy. Forbes recently recognized each of the firm’s four advisors among the 2026 Best-in-State Financial Security Advisors.

For more information about the 3D Wealth Management team and service offering, please visit 3dwm.nm.com.