Heidi is a CERTIFIED FINANCIAL PLANNER® professional who earned both her bachelor’s degree and MBA from the University of California, Berkeley. She also serves as a Member of the Board of Directors of the Financial Planning Association of Colorado.
Heidi brings several years of financial planning experience to Rebalance, following a career in market research and customer engagement. She spent more than a decade at ZipRealty, where she led customer engagement and market research initiatives. She also served as the Founding Executive Director of Salute Colorado, a nonprofit supporting military veterans.
Heidi and her husband, Stefan, live in Boulder, Colorado, and are recent empty nesters. Their two daughters are pursuing their college degrees.
In her free time, Heidi enjoys spending time with family and friends, hiking, traveling, reading, and cooking.
