As a Waddell & Reed financial advisor, my goals are simple: to build close professional relationships with both my individual and business clients, to provide exceptional service and support, to measure my success by their success. To meet those goals, I develop comprehensive financial plans tailored specifically to the individual and business needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.
Not only is she a fantastic resource, she is also a single parent. So, she completely understands how hard it can be financially to feel secure providing and saving for the family on a single parent budget.
To connect with Heidi, please reach out via the website at waddell.com