Vice President - Compliance & Training
Heidi has nearly 25 years in retirement services, providing compliance, business development support, and education to financial industry professionals. She possesses a profound knowledge of the complex rules governing retirement and health savings vehicles and has dedicated her career helping financial institutions navigate these vast regulatory requirements.
Heidi started her career in 2000 as a consultant with Ascensus. She delivered live group presentations, technical consultations, conducted webinars and telephone seminars, and performed numerous compliance assessments for organizations regarding their IRA, SEP, SIMPLE, ESA, HSA, and retirement plan business. She served as faculty for the Graduate School of Banking at the University of Wisconsin–Madison and as lead instructor for the IRA Online Institute, a 12- week course co-sponsored by Ascensus and the American Bankers Association (ABA). She also earned the APEX Award for Publication Excellence for a co-authored article published in the ABA Trust & Investments Magazine.
In 2010, Heidi joined the Retirement Learning Center and continued to play a role in providing technical support to financial professionals. She was promoted to Director of Client Relations where she oversaw the firm’s client relationships and development of marketing and communication campaigns. She was a member of the National Speakers Bureau, a featured keynote speaker at numerous regional and national conferences, and she regularly contributed her expertise to industry articles and educational materials.
Heidi loves spending time with her husband, Jonathan, their three teenage daughters, and is always up for laughs with friends and family. When she’s not cheering for her girls at the hockey rink or soccer field she enjoys boat days at the lake, gardening, exploring their land with their three dogs, and snowmobiling.