Heidi brings over 25 years of experience in the financial industry beginning her career at Merrill Lynch in 1998, joining Alan Freeman at A.G. Edwards and Sons in 2003. Heidi is certified with the Accredited Wealth Management Advisor designation, Insurance Licensed and holds the FINRA Series 7, 9/10, 63 and 66 licenses.
Heidi resides in North Andover with her family and little dog, Lily Stevie Nicks. She enjoys spending her time outdoors tinkering, antiquing, and learning woodworking.