Heidi Brown
Client Services Specialist
Client Services Specialist
Heidi Brown is a high school social studies teacher from Northern Virginia. She is a proud graduate of James Madison University, where she earned both her Bachelor of Arts degree in history and political science and her master’s degree in teaching secondary education and gifted education in 2013.
Heidi’s dedication to the field of education is matched by her enthusiasm for helping our clients with their account service needs as part of their personal journey toward retirement.
In her free time, Heidi is passionate about the performing arts. She is an active member of both a traditional Bavarian dance and music group and a mixed Barbershop Harmony quartet, where she sings competitively.
Heidi enjoys spending time with her husband and their two boys and three dogs. Balancing her professional commitments and family life, she finds joy in creating lasting memories with her loved ones.
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As a comprehensive, fiduciary advisory firm, we assure you that our team will always be open and straightforward with you, prioritizing your best interests in everything we do. Our goal is for you to attain your retirement dreams, and have the income and resources you need throughout your retirement, even if your retirement lasts 20, 30, 40 or more years. We’ll be by your side every step of the way.