Heidi graduated Magna Cum Laude with a Bachelors of Science in Business Administration from Temple University. She is a Retirement Income Certified Professional® and holds her PA Life & Health license along with her FINRA Series 7, 24, 63, and 65.
She has been in the industry for over 30 years, beginning her career at the Securities and Exchange Commission and working as an advisor ever since. With an extensive background in retirement plans, Heidi understands and appreciates the challenges it takes to accumulate assets to last one’s lifetime. As pension plans become a thing of the past, individuals may need to rely on other means for saving or generating income later in life. Heidi works with clients to create a comprehensive financial plan that strives to address all of their needs and goals and helps them gain ownership of their financial lives.
Outside of the office, Heidi previously served as a board member of various women’s groups and on the board of her local synagogue. She resides with her husband and two boys in Yardley and enjoys cooking, fishing, and relaxing by the shore.