Client Services Manager
When Heidi joined Shamrock Wealth Management in 2020, she brought more than 20 years of experience in administrative and operational roles to the team, including 10 years in the financial services industry.
Heidi’s contributions to the firm are many, as she organizes and coordinates all office operations and procedures. This includes, but certainly is not limited to, scheduling meetings, processing transactions, opening new accounts, and generally keeping everyone on task. An uber-organized professional, Heidi is dedicated to providing outstanding client service – to both the team at Shamrock and our clients.
When she’s not working, Heidi enjoys spending time at the family cabin, gardening, fishing and being outdoors with her husband, Patrick.