Heidi brings several years of financial planning experience to Rebalance, after a career in market research and customer engagement. She earned her CERTIFIED FINANCIAL PLANNER accreditation from Boston University in 2024, after spending over a decade at ZipRealty where she led customer engagement and market research initiatives. Additionally, she served as the Founding Executive Director of Salute Colorado, a nonprofit supporting military veterans.
At Rebalance, Heidi will utilize her passion for financial planning by assisting several advisors and their clients with financial plans.
Heidi graduated from the University of California, Berkeley with a bachelor’s degree in political economy and a minor in French. She also earned her MBA at UC Berkeley.
She and her husband, Stefan, live in Boulder, CO and are recent empty nesters. They have two daughters who are pursuing their college degrees.
In her free time, Heidi enjoys spending time with her family and friends, hiking, traveling, reading, and cooking. She also serves on the board of the Colorado Financial Planning Association as the pro-bono Chair.
