Heidi is a Denver native with a bachelor’s degree in business from Metropolitan State College and an expansive history in the world of finance.
Heidi began her financial career with Boettcher and Company in 1986, where she was eventually promoted to Branch Office Operations Manager after the firm was purchased by Kemper. From there, she moved to Chase Manhattan Investment Services, where she assisted in establishing branches throughout the country. During her time with Chase Manhattan, Heidi obtained her Series 7 license, before joining a Vice President of Chase in establishing an office affiliated with LPL Financial.
As Valorem’s Relationship Manager, Heidi’s main responsibility is ongoing communication with clients. She is available to assist with most inquiries that our clients may have. She also assists our wealth advisors with preparation and follow-up of client meetings and reviews and works with our operations team to ensure all client requests are executed.
Heidi has many interests including reading, cooking, dog-sitting and traveling. Some of her travel expeditions include several river cruises through Europe, trips through Italy and Ireland, glacier climbing in Iceland, salmon fishing in Alaska, swimming with stingrays in Grand Cayman, and zip lining in Costa Rica.