Heidi is a dedicated wealth advisor who takes a deeply personal approach with each client, gaining an understanding of their unique situation and financial goals. With a passion for problem-solving and simplifying complexity, she provides personalized, high-touch service to Sequoia Sentinel clients.  

When helping clients navigate the opportunities, challenges, and responsibilities associated with significant multi-generational financial success, she serves as a trusted advisor and steady partner on their financial journey. In collaboration with the breadth and depth of the Sequoia Sentinel team, Heidi provides clear strategies and informed perspectives to help clients confidently determine a strategy for realizing their vision and preserving their legacy. She earned her Bachelor of Business Administration in finance and management and Master of Science in Finance degrees from the University of Miami.  

Outside of Sequoia, Heidi enjoys skiing, sailing, and spending time with her German Shepherd, Gracie. She is also very passionate about charitable pursuits, particularly supporting national parks.