Heidi utilizes her extensive expertise in the business to help take our carriers, distribution partners and their advisors to the next level.
After graduating from Washburn University with cum laude honors and degrees in economics and German, Heidi has been in the financial services industry in various capacities for over 25 years. Some of that time was spent in banking and investments, while the majority of her career has been focused in the retirement planning sector. Heidi assists in all aspects of carrier relations, with a specific emphasis on marketing efforts and sales support. She works closely with our partners to continuously improve the way we do business.
Heidi brings a sense of purpose and passion to everything she does. Here’s what some of our partners have said about working with Heidi:
“Aptitude? Check. Organization? Check. Energy and passion for her work? Check, check and double check. Heidi is without a doubt the most spirited and engaged person I’ve ever had the pleasure to work with.”
“Heidi built long-lasting partnerships that improved how we did business, and her commitment made us a more effective and valuable team.”