Happy clients make for a Happy Heidi

Building lifelong relationships

Before meeting with Heidi our financial future was unclear and uncertain. We did not know if we were making the best choices for spending, saving, and future planning. After consulting with Heidi and using her expert services we are now more confident than ever in our current and future financial goals. Heidi is always available and responds quickly to all the questions that we have. We only wish we would have met her sooner!
Aimee Bland
mother of two-year-old Camille and newborn Michelle
Heidi did a great job of managing the education funds which I established at the birth of my two grandsons. She turned my investments into four full years of “all-expenses-paid” college for each of them and there is money left over in each account if they want to further their educations. I am so grateful!
Phyllis Reed
“Gramma Reed” to twenty-two-year-old Isaac and twenty-year-old Henry
I am absolutely delighted with the service Heidi has provided for our entire family. It’s very refreshing to work with someone who is truly interested in their client and tailors the approach to meet their individual needs.
Anthony Marranca
Dad of 11-year-old Ethan & 6-year-old Hudson