Meet Heidi
As our team’s Advisor Assistant, Heidi helps everything run smoothly in the office and ensures our advisors have what they need to effectively serve our clients. Her organizational skills and friendly demeanor make her an asset to our team.
Heidi recently returned to the workforce after taking a 20-year break to raise a family. She has professional experience in HR, accounting, office management and customer service. She loves a good challenge, and returning to work has proven challenging – but fun!
She’s a mother of five, Nana to two beautiful grandchildren, and wife to a wonderful husband of nearly 23 years. She enjoys spending time outdoors, reading and working out and loves spending time with her family camping, playing games and working together.
Heidi is a non-registered associate of Cetera Advisor Networks, Member FINRA/SIPC.
