Client and Corporate Services

Biography

Heidi is an Associate in the Virginia office.

Prior to joining Cerity Partners, Heidi served for four years as a Portfolio Account Analyst and most recently as Compliance Assistant at Palladium Partners LLC. Heidi has been working in the financial services industry for over 20 years with 16 of those years at Capital Group. She is passionate about helping clients. With her experience in client services, back-office operations, and broker dealer services, she is an important part of the Cerity Partners team.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.