Vanessa joined the Heide Wealth Management Group in 2015. Since then, she has been working with our existing core clients, bringing her personal touch and high level of service to light. She describes learning more about others’ families, goals, and passions as fulfilling. Reviewing the relationships within our core base to initiate college planning for children or invest for aging parents is especially meaningful to her. She also takes pride in utilizing insurance products to protect against financial losses due to long-term illness, disability or death.
Prior to focusing her efforts in the financial services industry for the past six years, Vanessa’s roots lie in insurance, marketing, and banking. Detail-oriented and personable, finding common ground and having a conversation is an easy undertaking for her. At work, Vanessa wears many hats ranging from advisor to analyst, coach to confidant. She uses these different roles to facilitate clients looking into their bigger picture. Together, she and clients are able to uncover various avenues to create financial roadmaps and strategize for the future.
Living in Palos Heights, she and her son, Andre, spend a lot of time outdoors. On the weekends, you might find her rehabbing her older home or breathing life into a long-neglected yard. Spectating at baseball games or participating in community events accounts for summertime leisure. Reading, traveling and practicing yoga or taekwondo are also among their favorite pastimes.