Heidi attended Linfield College where she obtained her Bachelors degree. Since coming to CFG she has successfully completed her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning. Her passion for helping others led to her career in the financial planning industry.
Heidi is devoted to delivering exceptional customer service through commitment and communication. Her responsibilities include assisting the advisors with office administration duties, completion of financial plans, seminar preparation, and servicing accounts.
When not working, she enjoys spending time with her family and friends