A New Message from Heidi

A New Message from Heidi

Dear Friends, Last week was a harrowing week: mounting infection and death counts, a huge spike in our country’s unemployment rate, reports of local, national and international businesses struggling. Just turning on the news or scrolling social media has become an...
A Message From “Lockdown”

A Message From “Lockdown”

Friends, as a Rock Island girl, I’m writing this note from my home office while in “lockdown”.  Our worlds have been turned upside-down. What we thought we knew even a week ago has been turned on its ear.  Since we have no control over the pandemic, the...
A Message from Heidi

A Message from Heidi

In these turbulent and uncertain times as we grapple locally, nationally and internationally with the COVID-19 threat, I want to send out my best wishes to all in our community, especially our small business friends. As a result on social distancing practices,...
Investing 101 – Stocks

Investing 101 – Stocks

I’m a big believer in education and meeting people exactly where they are in their financial journey. With about 20 years of experience as a financial planner, I’ve come across countless people who have so much fear and shame surrounding finances. So many people are...