Heidi joined Fierston Financial Group in 2008, bringing more than two decades of financial services knowledge. As a financial planning analyst at an Avon-based firm, she developed comprehensive plans for top executives for large, multi-national corporations. Heidi manages all trading and back office operations for the firm and assists with compliance and regulatory matters. She received a B.S. in Business Administration from Central Connecticut State University.
Heidi is involved in activities in the Canton community. She enjoys arts & crafts and gardening. She lives in Canton with her husband.
What brought you to wealth management as a career?
I have a long history of working in the Financial Services industry and enjoy being able to leverage what I learn to help achieve my personal goals and objectives.
What’s the best advice you’ve ever been given?
Don’t stress the little things and appreciate what you have.
What’s most fulfilling about your work?
I really enjoy learning about new and exciting software that helps the firm operate more efficiently and benefits our clients.