Registered Investment Assistant
Heidi graduated from Southeastern University of Lakeland,
Florida with a Bachelor of Science degree in Finance. Heidi has a
diverse background in Finance working as a Staff Accountant,
Financial Advisor, and Licensed Financial Sales Consultant. Heidi
is licensed with the Series 7, Series 66, and Life and Health
Insurance. Heidi joined Peak in March 2011 as a registered
investment assistant.