An Accredited Asset Management Specialist℠, Heidi uses her 14 years of experience to guide clients through life’s many transitions. Compassionate and relatable, she helps clients build confidence in their financial future and lets them know they can talk to her about anything going on in their lives. To ensure clients fully understand the risks and rewards of investing, she breaks down each step of the planning process in clear terms. She pours her energy into making clients feel comfortable and welcomed, and specializes in serving women and small business retirement plans.
Heidi graduated from Cumberland University with her bachelor’s degree in business administration along with a double minor in marketing and management. She started her career at Wilson Bank & Trust in 2003 and earned her Series 7, 66, and life and health licenses. She earned her AAMS® designation from the College for Financial Planning in 2014. Prior to rejoining Wilson Bank & Trust Investment Services and affiliating as an advisor with Raymond James Financial Services in 2013, she worked at Jackson National Life Distributors as a business development consultant for two years.
Heidi is also a graduate of the Leadership Donelson/Hermitage, class of 2011, and serves on the United Methodist Foundation for the Memphis and Tennessee Conferences’ investment board.
Heidi and her husband, Blake, reside in Mount Juliet with their two children, Parker and Brayden. Heidi enjoys spending her free time cooking, baking, traveling and cheering on the Tennessee Vols.