Heidi L. Westfall, CEPA®, CPFA®

Heidi L. Westfall, CEPA®, CPFA®

Wealth Advisor

As a wealth advisor, my greatest joy is empowering people to address their life goals through financial wellbeing. I am committed to adding value to my clients’ daily lives by building comprehensive plans and investment strategies that will define the path to lasting 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 reach new summits.

My clients are people just like you. People who own businesses, financially independent women, people looking to build a legacy and 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 to pursue your goals.

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 work towards 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 to get you there.

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