Live life by design, not by default.
Personal
Heidi began her career in 2013. She knew she was joining a very much male dominated industry, but has always had a passion for equal playing fields for everyone. Heidi was the only female advisor at Northwestern Mutual' s Boston agency until 2017. Heidi moved into a leadership & has trained and developed one of the most diverse teams for NM. A testament to this work and other's efforts was when our Boston-based firm was recently awarded "#1 Best Place to Work" by the Boston Business Journal.
In 2020, Heidi was recognized by NAIFA of Massachusetts. Being awarded as one of the "4 UNDER 40." This prestigious award recognized the top four advisors in Massachusetts Under 40 [years old]. Since then, Heidi continues to be recognized nationally by Northwestern Mutual & is someone who prioritizes holistic financial planning with her clients. She says that "seeing the progress that each our our clients make through doing the proper financial planning is a gift. When clients take our recommendations, they are choosing life by design, rather than living by default."
Heidi values commitment, empowerment, and authenticity. Her mission is that her clients will reflect later and say: “Meeting with Heidi was the ‘catalyst of change’ for how I view my financial planning.”
Our fearless leader is married to Danny and lives on the Northshore of Massachusetts. When they are not working, they can be found in their free-time smothering their dogs with love & soaking up family time at the beach. Specifically chasing their niece, Emma around until the sun goes down.
We cannot wait to share with you what our future holds as our team continues to grow. We cannot wait to learn more about you!
Professional
As a Financial Advisor, Heidi has developed a relationship-driven approach to helping her clients. She finds that financial planning stems from your core values. Heidi takes the time to understand each client's current situations and needs, but also asks pointed questions to help clients articulate their vision for their future.
Heidi specializes in providing strategic & holistic advice to help people in many designated career paths:
Sales professionals, people in tech & biotech (health & human sciences), medical professionals (orthopedics, cardiology, internal medicine, anesthesiology, pediatrics, dermatology, radiology, oncology, psychiatry, etc.) and also pre-retirees.
Heidi's mission is to empower the new clients she meets to live life by design, rather than by default.
Education
Degree
Bachelor of Science
Major
Communications and Marketing
Institution
Southern New Hampshire University
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Dana-Farber Cancer Institute in Boston, Massachusetts has been committed to providing adults and children with cancer with the best treatment available today while developing tomorrow's cures through cutting-edge research. Read about our history, our breakthroughs, and the resources that help us support the health of our neighborhoods and communities. Heidi & her team are committed to fundraising & providing a beacon of light for others, when it is truly needed the most. Most recently, Heidi personally raised over $3,000 for the Falmouth Road Race in benefit for Dana Farber Cancer Institute.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
