Your financial goals have always been our top priority. Heidi knows very well the level of service that we strive to achieve and is committed to providing the best possible experience for you as our virtual Administrative Assistant.
Heidi and her husband have three teenaged sons and live in Naperville, IL. Together they enjoy Marvel movies and the Star Wars enterprise of entertainment, board games, and traveling to National Parks. Singularly, Heidi enjoys writing poetry, spending time with girlfriends, and volunteers as a Committee Chairperson for her sons’ local Boy Scout Troop. Not only does she help prepare today’s youth for tomorrow’s adventures, she also makes sure we are prepared to help you with any account-related questions that come up as we work together to pursue your financial goals.
Heidi is an employee of LPL Financial and a part of the Admin solutions program that supports multiple advisor’s businesses.