Heidi Davies

Office Manager

Heidi has over 15 years in the financial services industry and has a passion for building lasting relationships. When asked why she chose this career path, her answer is that “it chose me.” She loves working with clients and the opportunities that her role provides for her to make people feel valued and appreciated. No surprise, she is great at multitasking, working with her amazing teammates, and is contagiously enthusiastic.

Heidi enjoys spending time with her family, hiking, painting, reading and traveling (to name a few).  She has lived in the western United States since the mid-1990s but still enjoys visiting her East Coast and Welsh roots. She is an active volunteer and organizer for projects ranging from working with local groups to organizing national Human Rights activism campaigns and serves on several advisory committees. Her greatest passion is making a difference in people’s lives.