Heidi serves as an administrative assistant with Personal Wealth Partners and provides a wide-range of support including scheduling, operations, cash management and client services. She especially enjoys helping our PWP team and clients simplify the financial experience by conducting business electronically for a more efficient and streamlined approach.
Heidi grew up in River Falls, Wisconsin and graduated from the University of Wisconsin-River Falls, with a Bachelor of Science degree. Her career has included work as a computer software engineer, over 11 years of experience in the financial services industry, and 15 years as a foreign expert in China.
When not working, Heidi enjoys spending time with family and friends and engaging in overseas mission work.