Vanessa joined the Heide Wealth Management Group in 2015. She works with core clients, bringing her personal touch and high level of service to the table. She describes learning more about others’ families, goals and passions as fulfilling. Working with the next generation & investing inheritances responsibly is especially meaningful to her. As the team's only female financial advisor, she is able to uniquely empathize with the different challenges women face. Widows, divorcees, mothers, etc. are empowered to better understand their finances and be actively involved with investment decisions when collaborating with her.
Prior to focusing her efforts in the financial services industry, Vanessa’s roots lie in insurance, marketing and banking. Detail-oriented and personable, finding common ground is an easy undertaking with 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. A financial roadmap and strategy for the future can then be designed. Providing the tools to see that plan into action to fund college, retirement, philanthropic donations or any other major life goals is the ultimate reward for her.
Living in Palos Heights, she and her children enjoy spending time outdoors and exploring in nature. On weekends, you might find her volunteering around town or participating in community events. As a member of many networks and local groups she enjoys learning from others and considers herself a student of life. Traveling and practicing yoga are among her favorite pastimes that continue to foster personal and professional growth.