Heidi has 28 years of financial services experience in finance and client services. She focuses on developing and servicing relationships with Baird Advisors’ institutional clients and partners. Heidi obtained her undergraduate degree from the University of Wisconsin-Whitewater. She earned the Certified Public Accountant designation in 1999 and the Chartered Financial Analyst designation in 2012. Heidi is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Heidi was the Controller for the Private Wealth Management division at Robert W. Baird & Company and began her career as an auditor for Arthur Andersen.