Heidi works closely with every client to design, implement, and monitor comprehensive, multi-generational, wealth management strategies.
Each of her relationships begins with a thorough financial review and goal discussion. Her solutions are tailored to meet each client’s goals and objectives.
Heidi has more than 20 years of experience managing investments for individuals, families, and charities, creating diversified investment portfolios designed to achieve long-term financial goals. Prior to joining American Wealth Management, Heidi managed investments and advised high net worth families as vice president and senior investment manager in the private banks of two major financial institutions. In these roles, Heidi developed and implemented sophisticated investment strategies. She is a FINRA registered representative.
Heidi received a BS in business administration with an emphasis in finance from the University of Southern California (USC). In recognition of her work at USC, she received the Order of the Laurel, the highest award given to graduating seniors who show exemplary leadership and scholarship. Heidi obtained her MBA from the University of Nevada, Reno. In 2010, Heidi was honored by the Reno Gazette Journal and the Reno Tahoe Young Professionals Network for being an exceptional young leader with a Twenty Under 40 Award.
The mother of three, Heidi enjoys spending time with her family and being active in her community. She is a member of several professional organizations and volunteers for a number of local charities.
Designations
Certified Financial Planner, CFP®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License.
Awards and Recognition
MONEY’S Best Financial Planners 20205-2025
Community Involvement
Food Bank of Northern Nevada, Treasurer & Board Member
Reno Philharmonic Association, Endowment Trust Board Member
Estate Planning Council of Northern Nevada, Councilmember