Heidi Partida

Background

About Heidi Partida

Everyone has a unique story - and your story deserves to be understood. As your advisor, I take the time to learn about you - your hopes, dreams, goals, values, and challenges. Every step of the way, we'll work together to implement strategies that align with what matters most to you. Whether it's investment planning, retirement readiness, long-term financial security, planning for special purchases, life changes, or all of the above, we'll collaborate to create a plan that's custom-tailored to your needs. Throughout my career, I have been guided by a simple principle: service is at the heart of everything I do. With more than 20 years of experience in the financial services industry, my path took me through a variety of leadership and compliance roles. One of the most rewarding aspects of that work was serving as my previous company's 401(k) Plan Administrator for 15 years, and for those last five years, on a larger scale across the family of companies. That work allowed me to be deeply involved in the investment selections for the company retirement plan and allowed me to educate employees about retirement plan options and decisions, helping them understand the impact their financial choices today could have on their future goals. Concurrently, leading financial classes as a volunteer at church for 10 years gave me a front-row seat to the transformation that can occur when people gain confidence in their financial decision-making. I soon recognized that this had become my true calling and made the decision to move from Corporate and beyond the classroom into a career where I could dedicate my time to serving individuals and families more holistically. Outside of work, I love spending time with my husband, Chris, and our three grown daughters. Chris and I still love to volunteer at church and with our local non-profit organization. We also enjoy traveling, tackling home improvement projects, and connecting with extended family and friends. So, when it comes to your finances, there is no "one-size-fits-all". It's about your story - what it is now and what you want it to look like in the future. My goal is to simplify the complex and help you build confidence in reaching your goals. I look forward to getting to know you and partnering with you in your journey. Your future is waiting to be written. Let's get started on your personalized plan For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see