With over 10 years of experience as a client concierge, Heidi serves as a Senior Client Services Administrator at Seven Bridges Wealth Advisors. She enjoys helping clients by answering their questions and providing support to help them succeed in their roles. She has found her niche in combining her love for finance with client service, creating a fulfilling second career where no two days are the same.
Her primary responsibilities include client service, handling money movements and distributions, responding to client inquiries, and supporting the Managing Partners during client meetings.
In her free time, Heidi enjoys spending time with her family and significant other, especially her 15-year-old niece. She also loves reading, riding her Peloton, and traveling to Europe.