Principle at Lockhart office
Heidi is a founding member of Dauntless Wealth Management. She grew up immersed in the world of finance, gaining early exposure to the industry. In 2005, while still in high school, she started as an on-call branch office administrator at her father’s Edward Jones office in Lockhart, TX. After graduating from Texas A&M University, Heidi spent a year teaching English as a Second Language (ESL) to pre-K through fifth graders. However, her passion for finance drew her back to Edward Jones, where she served as a Financial Advisor for ten years before affiliating with Avantax in March 2024.
As a financial advisor, Heidi is passionate about working with clients because it allows her to empower them to achieve their financial goals and realize their dreams. Through building meaningful relationships and understanding clients’ unique aspirations, Heidi works to provide tailored strategies that align with each individual’s situation.
Outside of her professional life, Heidi loves reading, painting, and exploring new places. She enjoys kayaking and swimming in the San Marcos River and cherishes time with her husband, Nic. Together, they spoil their two dogs, Wallace and Buckley, and their two cats, Bruce and Mittens.