Heidi E. Schultz, CPA

Heidi obtained her Bachelor of Business Administration degree from the University of Wisconsin – Madison. She is a licensed CPA and has worked in public accounting her entire career. Heidi has held her Series 7 and Series 66 Licenses since 2010. She has a broad range of experience including business and individual tax matters and serving investment clients.  She provides integrative tax and retirement planning strategies to clients.