Heidi is a Financial Consultant within the Institutional Business division at TIAA-CREF (www.tiaa-cref.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields. Heidi is a consultant for the Field Consulting Group, which is composed of more than 300 highly trained, licensed financial consultants focused on improving individuals’ financial well-being and retirement readiness. She serves institutions within the Harrisburg, PA region, and provides financial advice to individuals on income & retirement planning, and improves their financial literacy through one-on-one sessions and specialized educational workshops serving every life stage. Prior to joining TIAA-CREF, Heidi was a Financial Advisor at Wells Fargo Advisors. She has held various investment management, sales, and customer service roles at Ameriprise Financial, Wells Fargo Advisors and RBC Wealth Management. Heidi holds a Bachelors of Science in Mathematics Education from Kutztown University. She has over 14 years of experience in the financial services industry and holds the Series 7 and 66 FINRA registrations as well as a Pennsylvania resident insurance license and various non-resident state insurance licenses. She also has her Chartered Retirement Planning Counselor (CRPC®) designation.…show more
155 VILLAGE BOULEVARD, SUITE A, Princeton, NJ 08540
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