After a bad experience over 17 years ago, Heidi got into financial services to help people with tax, income and legacy strategies.
“When I was 22, my father-in-law passed away unexpectedly, and my husband and I were left to figure out his estate on our own,” Heidi says. “The financial person we used lost 75% of what we inherited, so I left one semester shy of a master’s degree and went to work at Northwestern Mutual in 2006.
“I swore from that time on, no one I met with would ever deal with what we had to.”
Heidi recently opened the doors of Agape Wealth after serving in many executive positions in the corporate and independent financial world. Her commitment to faith and family shines through, and Heidi enjoys helping people to preserve and grow tax-efficient retirement income for themselves and their loved ones.
“At the age of 14, I broke my neck in a gymnastics accident, which left me in a wheelchair,” Heidi says. “However, challenges can either make you bitter or better — and this challenge has made me a stronger person. It’s my goal for all people, but especially women, to know their worth and value no matter what life throws their way.
“God led me every step of the way, and that will always be my guiding light in any storm.”
Heidi graduated with a bachelor’s degree from the University of Southern Mississippi and is a lifelong resident of the Mississippi Gulf Coast. She and her husband, Clinton, have two children, Makayla and Gavin, and a dog named Watson Banks.
In her free time, Heidi loves going to church, reading, traveling and spending time with family and friends. She also enjoys music, boating and watching her kids play sports.