Heidi takes pride in working collaboratively with Charles, Arthur, Hall and Carson to provide exceptional customer service. She’s willing to go above and beyond to ensure each client gets the attention and assistance he or she deserves.
Heidi joined the team in August 2012 after stints at other financial services firms. She previously served as a loan officer for Ameris Bank, where she prepared and underwrote consumer and commercial loans; and as a financial sales representative for South Carolina Bank and Trust, helping clients establish and maintain their accounts. The Nebraska native graduated from David City Public High School before earning her associate’s degree in business administration from Southeast Community College.
She’s an active member of St. John’s Lutheran Church, and a former ambassador of the Beaufort Regional Chamber of Commerce. In her free time, she enjoys spending time with her husband, Kyle, gardening, cooking, needlework and boating along Beaufort’s waterways every summer.
Raymond James is not affiliated with any of the organizations listed above.