Meet Heidi


Heidi started her financial career with Boettcher and Company in 1986. The firm was ultimately purchased by Kemper who promoted her to Branch Office Operations Manager. She was recruited from Kemper to Chase Manhattan Investment Services where she was hired to assist in establishing branches throughout the country. While at Chase Manhattan, Heidi obtained her Series 7 license. From Chase Manhattan Heidi joined with one of the Vice Presidents to establish an office affiliated with LPL Financial. She has been in the financial services industry for over 28 years.

Heidi has many interests including reading, travel, cooking and taking care of her friends’ dogs. She is a Colorado native and has travelled extensively throughout Europe. Some of her travel adventures (or misadventures) have included several river cruises through Europe, driving through Italy and Ireland, glacier climbing in Iceland, salmon fishing and riding an ATV in Alaska, swimming with the stingrays in Grand Cayman, taking the Glacier Express from Zermatt to St. Moritz and zip lining in Costa Rica. She’s looking forward to many more adventures in the future!


Favorite food:


If you could meet anyone, past or present, it would be:

Eleanor Roosevelt

Favorite book:

World Without End

Place you’d most like to visit:

I’ve been fortunate to have visited most but would still like to experience an African Safari and more destinations in Europe.

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