Client Service Specialist
Favorite quote: Behavior is the mirror in which everyone shows their true image. – Gherta (German Author)
Heidi provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions, and handling tax withholding preferences and changes.
She received her undergraduate degree from the Fashion Institute of Technology in New York City and an M.B.A. from the University of Tennessee at Chattanooga. She holds securities registrations Series 6 and 63 and is licensed in Life, Accident & Health Insurance.
In the financial industry since 2013, Heidi likes to help people and values being the "go-to person” to both her internal and external clients, ensuring they get the answers and support they need.
When not working, Heidi enjoys reading, long walks, photography, and spending time with her family—especially her niece.
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