Heidi joined TruPlan Financial Advisors in January 2025, bringing a strong background in financial advising, accounting, and client strategy. Prior to joining the firm, she worked as a financial advisor at Principal, where she guided clients through a range of investment and planning decisions. Heidi holds a Bachelor of Science in Accounting from Bethel University and maintains her securities registrations. She is currently pursuing additional financial industry designations. Her passion lies in helping clients navigate life’s most challenging transitions—especially divorce—offering clarity and empathy through every step.
Outside of the office, Heidi enjoys horseback riding and dancing—especially salsa and swing. Her balanced approach to life mirrors the thoughtful, values-based planning experience she provides every client.
Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.