Heidi brings 25 years of combined experience and knowledge from the Retirement Plan and Banking industries to Aegis Retirement Partners, LLC. At Putnam Investments, she managed a team that serviced 10 Institutional 401(k) clients, serving 30,000 participants. As a Retirement Plan Coordinator at Scudder Trust, she gained the knowledge and expertise needed to successfully manage 50, 403(b) Plans. Her success in account management is a direct result of her client-focused, 100% satisfaction approach.
Heidi attended Bentley University and The Institute of Financial Education, receiving certifications in Pension Administration and Personal Finance. She has recently completed the Retirement Plan Fundamentals Certificate program offered through the American Society of Pension Professionals and Actuaries and is working toward attaining her Qualified 401(k) Administrator designation.
Outside of the office, Heidi and her husband Marc are busy with their four kids. When she’s not cheering on the sidelines of a lacrosse field or volleyball court, she can be found running or spending time on the beach.