Heidi is passionate about providing clients with opportunities to work toward their best selves. With a history in social work, she understands how the human factor can affect the decision-making process and enjoys helping deescalate stressful situations. She also enjoys sharing her experience and point-of-view with her colleagues to help more clients approach their goals from a different perspective. Heidi enjoys traveling with her family to places like Africa and China. She also enjoys spending time in her garden and, as a native Texan, rooting for the Texas Longhorns.
- MSW, Washington University, St. Louis
- BSW, University of Texas at Austin
- IOMP, University of Georgia
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.