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Heidi Jeromanovs, CFP®

Senior Financial Planner, Regional Director Oregon

 

 

 

Heidi is a Senior Financial Planner and Regional Director at Evergreen Gavekal. She works with high net worth families and individuals to create a custom financial plan that reflects their hopes for the future and the options for now. As a Regional Director, Heidi coordinates the marketing effort for Oregon and Southwest Washington and fosters meaningful relationships with referral networks in the area.

 

Previously, Heidi was a Senior Financial Planner, VP for Key Private Bank, and spent many years with Charles Schwab in various roles, including time as a Financial Consultant, VP.

 

Heidi is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned an undergraduate degree in Psychology from Arizona State University.