Heidi Raddatz

Heidi was born and raised in Manitowoc, WI, and after graduation from UW-Madison in 2019 she decided Madison is her forever home. She graduated with a B.S. degree in Personal Finance with certificates in Leadership and Entrepreneurship. Prior to joining our team, Heidi worked in fundraising for the UW Business School. As a Client Service Associate, she is excited to get to know you and assist you in accomplishing both your financial and personal goals.

When she’s not in the office, Heidi enjoys skiing, pickleball, reading, and exploring Madison’s Capitol Square with friends and family.

Heidi is currently working toward her insurance, Series 66, and FINRA Series 7 licensing exams.