Heidi Droel
Financial Advisor
BACKGROUND:
Heidi wants to help people work towards their financial goals and understand how to get there in the most effective way to better their future. Through listening and understanding to each individual and family’s unique needs, Heidi focuses on offering financial strategies to those who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Heidi also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. Heidi states that her core values are “passion, accountability, and integrity – being honest and building trust in everything that I do.”
EDUCATION & CREDENTIALS:
Heidi has her FINRA Series 7 & 66 securities registrations as well as her Life, Accident, Health, & Variable Annuity Licenses. Heidi has a bachelor’s degree in accounting.
INTERESTS:
Heidi and her husband have two dogs and one cat. In her free time, she enjoys salsa dancing throughout the week, swing dancing, horseback riding and volunteering at church.
2768008-032023