CFP®, CLU®, CHFC®, MBA
Executive Wealth Manager
Heidi is an Executive Wealth Manager of Genesis Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), the FINRA Series 7, 63 and 65 registrations held by LPL Financial as well as life, accident and health insurance licenses. Heidi is a member of the national Financial Planning Association.
With nearly two decades of experience in financial planning, Heidi works side-by-side with clients to develop strategies for the primary wealth phases of financial lives: creating, growing, protecting and preserving wealth. She uses some of the best tools in the industry to plan for tax-efficient distributions during life and after death. Heidi addresses these wealth phases through a comprehensive wealth management process that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Heidi served as a Senior Wealth Manager with USAA, a Fortune 100 company. As a loyal USAA employee for nearly 13 years, Heidi was a trusted financial planner to their high net-worth members and USAA’s senior executive management.
Heidi is a graduate of Ohio Northern University with a bachelor's degree in business administration. She earned a Master of Business Administration from Saint Mary's University in San Antonio. Heidi is a native of Ohio and relocated to San Antonio in 1999. She enjoys quality family time with her husband and her two sons.