As the Director of Pension Services, Heidi is responsible for providing administration and servicing for a range of retirement plans, including profit sharing, 401k, defined benefit, and safe harbor plans. She is the primary liaison between record-keepers, investment providers, actuaries, plan sponsors/trustees and participants. With her impeccable attention to detail, Heidi has established herself as the go-to person for staff members who have questions regarding the pension process and servicing.
Heidi joined U.S. Financial Services, LLC in 2018 after the firm acquired Preferred Pensions, LLC, with whom she had been employed with since 1996. Heidi comes to our firm with a background in client service, sales and marketing. She prepared for her career in business and finance at Century Institute in Hackensack, New Jersey.
Born and raised in New Jersey, Heidi enjoys spending time with her husband, son and dog. She very much enjoys walking, hiking, participating in charitable events and decorating her home for both Halloween and Christmas.