An Accredited Asset Management Specialist™, Heidi uses her 15 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. She specializes in serving women and small business retirement plans.
Heidi holds a bachelor's degree in business administration from Cumberland University, with minors in marketing and management. Heidi has also earned her Series 7, 66, and life and health licenses, as well as the CPFA™ (Certified Plan Fiduciary Advisor™) and AAMS™ designation from the College for Financial Planning. Prior to rejoining Wilson Bank & Trust Investment Services and affiliating with Raymond James Financial Services, Heidi worked as a business development consultant at Jackson National Life Distributors.
Heidi is actively involved in her community. She is a recent graduate of Leadership Wilson and serves on the United Methodist Foundation for the Tennessee-Western KY Conference and Development Fund of TN/KY’s investment board. She is also a 2011 graduate of Leadership Donelson/Hermitage, L’Evate. Heidi and her husband, Blake have been married for over 20 years and, reside in Mount Juliet with their two children, Parker and Brayden. When she's not working, Heidi enjoys spending time with her family, traveling, baking, and cheering on the Tennessee Vols.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.