Helping others has been an integral part of Heidi’s beliefs. She chose a career in the financial world because she believes she can make a difference. She uses her experience and expertise to provide valued financial solutions, serving a wide variety of individuals, from beginner investors and young growing families, to established, experienced investors and business owners.
Since 2007, she has been working within the financial industry. Her diverse background motivates her passion to educate, guide, and empower people to reach their financial goals.
Serving six years in the military gave her appreciation for service members and their families. While in the military, she earned a bachelor's degree with honors at Kutztown University and majored in Criminal Justice with an understudy in Pre-law. Part of her university work-study co-op program gave her firsthand experience serving as a police officer.
Following graduation, she spent almost two years at a law firm doing paralegal work. During this time, she realized she had an affinity to the financial world and spent the next fourteen years as a financial analyst with a large financial corporation. With a desire to educate clients and assist in planning for their individual needs and goals, she transitioned to a fulfilling role as a financial advisor. Heidi has completed Series 7 and 66 securities registration held through LPL Financial, and is licensed in Life, Accident and Health insurance as a licensed producer. She also holds Accredited Wealth Management Advisor designation (AWMA). She develops customized financial solutions to balance the client's specific needs and goals. She strongly believes having professional financial guidance can impact one’s life.
When she is not at work, she enjoys flying, playing piano, home improvement projects, hiking, skiing, local events, and spending time with her daughter, friends, and family.