Heidi Westfall Email & Phone Number

As a wealth advisor, my greatest joy is empowering people to pursue their life goals through financial well-being. I am committed to adding value to my clients’ daily lives by building comprehensive plans and investment strategies that will define the path to wealth. I want to ensure that my clients make confident financial choices, so that wherever your individual journey takes you, you have a path and the support to new summits.My clients are people just like you, people who own businesses, financially independent women, people looking to build a legacy, or those looking to live their best life. Whether you are building your financial future or need an advocate to guide you through your financial decisions, it all comes down to asking the right questions. I help you to ask the right questions.I was raised in a family who knew the values of thinking outside the box, if we didn’t know the answer or have the right part, we were taught to figure it out, create a solution and make it better. As your financial hub, I bring all aspects of your financial life together to work for your benefit. It’s about building the right financial solutions for your life. I am committed to helping you define your wealth and build a plan to pursue financial independence.My passion for fly fishing, steep chutes and floatplane adventures have taught me about the importance of plotting your path. Whether plotting a flight or picking the right line to ski through the steeps, the same discipline applies to plotting your path when it comes to your finances, and I am your guide towards your goals.Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Leadership, Coordinating Events, Team Building, Social Media, and 39 others.