Heidi works closely with each client to design, implement and monitor comprehensive wealth management strategies. Each relationship begins with a thorough financial review and discussion of goals. Solutions are tailored to meet each client’s goals and objectives.
Heidi has more than 15 years experience in managing investments for individuals, families and charities in 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 a Vice President and Senior Investment Manager in the Private Bank of two major financial institutions. In these roles, Heidi developed and implemented sophisticated investment strategies.
Heidi received her 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 have shown 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 as Twenty Under Forty. H eidi is a FINRA registered representative.
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 several local charities.
Certified Financial Planner, CFP®
Community Involvement (Current & Prior)
Estate Planning Council, President
Financial Planning Association of Nevada, President
Planned Giving Roundtable of Northern Nevada, President
University of Nevada, Reno Planned Giving Advisory Council
Reno Philharmonic Association, Board Member
KNPB Public Television, Board Member