Heidi assists the Director of Wealth Management in opening new accounts, investment transactions and reporting, client files, and customer service. Her accuracy and familiarity with clients’ investment portfolios are key to the success of the Operations team.

Heidi has over 15 years of customer service and administrative experience which is extremely beneficial in the communications and exchange of information not only with clients, but also with other professionals such as attorneys and accountants, fund managers, and account custodians.

Heidi is a Notary Public in and for the state of Wisconsin.