Heidi Jeromanovs, CFP®
Client Relationship Manager
Heidi joined the firm in 2017 and works with individuals and families providing investment management and financial planning advice. She has over 11 years of experience in the industry.
Heidi always knew she wanted to spend her life helping others. When she realized how much of an impact she could make in helping people make smart financial decisions, she was hooked! She has a passion for planning, especially working to connect her clients’ values to their money behaviors. Speaking of money behaviors, her two-year-old son recently picked the baby gate lock using her credit card. She has faith he’ll use it responsibly in the future. On weekends, Heidi loves exploring Portland parks with her family and tracking down every fried taco in sight, a remnant of her Arizona upbringing.
Bachelor of Arts in Psychology, Arizona State University, 2006