Meet Heidi
As our team’s Operations Support Specialist, 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 has been with our team for 2+ years. She has professional experience in HR, accounting, office management and customer service. She loves a good challenge and finding solutions to make everyday tasks more efficient.
She’s a mother of five, Nana to two beautiful grandchildren, and wife to a wonderful husband of nearly 25 years. She enjoys spending time outdoors, reading and working out. She loves spending time with her family camping, playing games and working together. Heidi’s latest project includes remodeling a camp trailer to feel more like a home away from home while enjoying the great outdoors.
