Office Manager and Client Services Specialist
Heidie has been with C.I.G. Private Wealth Management since 2003 as an assistant to Jeffrey and Seth, servicing and supporting their clients and managing most office functions.
Heidie has been in the financial services industry since 2002, after working as a quality control inspector for a major corporation for seven years. Since joining C.I.G. Private Wealth Management, she has been able to use her QC knowledge in her client service and office manager roles at this growing, independent financial services firm.
As office manager, Heidie handles human relations and the daily tasks that keep the office running smoothly. As a client services specialist, she is responsible for meeting preparation, as well as updating and maintaining our client database. She inputs the financial information that keeps each client’s portfolio current and up to date. If you have any updates to your accounts or would like online access to an account, please contact Heidie.
Heidie and her husband, Greg, have two grown children. They enjoy traveling and spending weekends at the beach.