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Heidi Helmeke began her path in the financial arena at the age of sixteen when she was hired as a bank teller. Her work experience continued while she was enrolled in the Pre-dental Scholars Program at Marquette University. After two and a half years, she realized her financial burden for college and then dental school would leave her with a tremendous amount of debt that, even with a dentist's income, she wouldn't be able to pay off until the age of forty. She swiftly changed her degree to psychology.

After taking another banking position following college, Heidi worked her way to vice president and was asked to create an investment department. She immediately found her new calling. Her work experience with clients helped Heidi realize she wanted to assist them on a deeper level with their financial decisions and went on to earn a Certified Financial Planner™ professional certification.

Since 1990, Heidi has dedicated her career to designing personalized financial strategies for individuals looking for a comfortable future for themselves and those they care about. Heidi is an instructor in employee benefits for some of the largest employers in the country. She also volunteers as an instructor on financial topics at local high schools. Heidi, her husband Rob, and their two children live in Minneapolis, Minnesota.

The culmination of Heidi's wide range of experiences is her book Self-Wealth: A simple, conscious path to a comfortable financial future. Learn more about the ideas behind Self-Wealth by clicking the link below.

 

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