DIRECTOR OF OPERATIONS AND CLIENT ENGAGEMENT
As Director of Operations and Client Engagement for Boardwalk Financial Strategies, Heidi serves as Mike’s right hand and keeps the office humming. She manages everything from operations, human resources, and administrative affairs to ensuring the client experience is above and beyond. She continues to expand her role, ensuring the highest level of value for Boardwalk clients.
Heidi graduated from the University of Wisconsin‐Madison with a double major in personal finance and economics. She began her career as a consultant at Altair Advisers, spending almost three years servicing high net worth families. She truly enjoyed her time as a consultant, and spending time with Mike ‐ her new colleague at Altair.
Heidi eventually decided to leverage her friendly personality in a sales role. She spent the next five years working in sales for Cision, a PR software company in Chicago. During these years, she was responsible for sales and account management of software platforms working with executive level management of various firms. In 2013 Heidi left her sales role and took on various internal roles at Boardwalk Financial Strategies.
She is the mother of three children and is highly involved in the kids’ school as a member of the PTO, coaches the kids’ soccer teams, created a local social club for parents, and takes the kids to volunteer at the local food pantry. She loves family travel, spending weekends at the lake, and watching her kids’ sporting events.