A proud Middle Tennessee native, Heidi brings over 20 years of experience in the financial industry, guiding clients through life’s transitions with compassion, clarity, and confidence. Known for her approachable style, she helps clients feel empowered and informed every step of the way.
Heidi began her career at Wilson Bank & Trust in 2003 and later worked as a business development consultant at Jackson National Life Distributors before rejoining WBT Wealth Management in 2013. She holds a bachelor’s degree in business administration from Cumberland University, with minors in marketing and management. Heidi also holds Series 7, 66, and life and health licenses, and has earned the AAMS® (Accredited Asset Management Specialist™) and CPFA™ (Certified Plan Fiduciary Advisor™) designations.
In 2022, Heidi was honored with the Raymond James Woman of Distinction award, and in 2025, she was named to the Forbes list of Best-in-State Women Wealth Advisors, ranking #27 in Tennessee.
Deeply committed to her community, Heidi is a graduate of Leadership Donelson/Hermitage (2011) and Leadership Wilson (2024). She currently serves as the Board Chair for The United Methodist Foundation for the TN/Western KY Conferences.
Heidi and her husband, Blake, live in Mt. Juliet with their two children, Parker and Brayden. Heidi enjoys a full life outside of work, filled with travel, baking, family movie nights, and summers by the pool. She and her husband share a fun sports rivalry— she’s a proud Tennessee Vols fan, while he roots for the Florida Gators.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.
The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.