Heidi graduated from Manhattanville College with a major in Economics and a minor in Political Science. Upon graduation, she joined Merrill Lynch Asset Management in the Operations Department. She soon advanced to the fixed income trading desk where Heidi worked as an Assistant Portfolio Manager and Trader for the money market and other fixed income funds. She joined Scafa Financial in January of 2020 and will continue in her role as the firm has partnered with and rebranded as TruPlan Financial Advisors. Heidi enjoys fitness and spending time with her family.