Although the industry and individual needs have changed over the years, Heidi has continued to keep pace by specializing in products and services that help her clients maintain and grow their future wealth. As a financial services professional, she has a very unique approach where she helps people find money they are currently losing unknowingly and unnecessarily.
She launched her insurance career with the achievement of her Florida State Health, Life and Variable Annuity license in 2001. As of 2013, Heidi holds the CLTC (Certified in Long-Term Care) designation that enables her to create plans which preserve the emotional, physical and financial well-being of a client’s family should care be necessary through vehicles like long term care and life plans, annuities, and others.
A well-respected leader in her industry, Heidi is the recipient of numerous awards including several from the Florida Association of Health Underwriters (FAHU) such as: FAHU Technology of the Year in 2008 and the FAHU Special Service Award in 2009. She also held the position of President of the Tampa Chapter from 2008-2009 and served as the FAHU Awards Chair from 2009-2011.
In November of 2010, Heidi was recognized by the prestigious Tampa Bay Business Journal as an “Up & Comer” in Tampa Bay while the National Association of Health Underwriters (NAHU) acknowledged her accomplishments with the Leading Producer Round Table Award based on her business production in both 2011 and 2012.
Heidi’s myriad achievements and dedication are consistently substantiated by esteemed organizations. The National Association of Insurance and Financial Advisors (NAIFA) has named her a recipient of the Quality Award for five consecutive years, 2012-2016. She was President of her local NAIFA chapter, NAIFA Pinellas during the 2015-16 year. She is a graduate of NAIFA's Leadership in Life Institute (LILI) course.
With her B.S. in Business Administration-Management earned from California University of Pennsylvania, Heidi received her M.S. in Communications and Information Systems from Robert Morris University. Her commitment to continuing education and her active affiliation with professional trade associations has enabled Heidi to responsibly and reliably serve the best interests of her clients. It is the reason her business is almost solely referral-based.
Heidi remains active with her sorority, Alpha, Sigma Alpha, alumna chapter as Treasurer.
