Heidi brings over 20 years of comprehensive financial services knowledge and expertise to her role as the Director of Advisor Solutions. Throughout her career, she has focused on building robust relationships with financial advisors and clients by understanding their unique goals and offering strategic guidance to implement solutions. Heidi’s experience spans senior leadership roles at prominent investment and technology firms, including Envestnet and Orion. In these roles, she played an integral part in educating advisors on financial tools and products to increase adoption, drive efficiency and support growth.

Heidi is a Certified Financial Planner™ who completed the CFP® Certification Education Program through Rice University. She is also a member of the Nebraska Chapter of the Financial Planning Association® where she stays engaged with industry trends and best practices.

Outside of her professional life, Heidi enjoys spending quality time with her son Nick, watching baseball, and attending live music events. She is also committed to giving back to her community through various volunteer activities.