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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®

Wealth Advisor
Education and Credentials
University of Texas
WMCP®, CDFA®, SE-AWMA®
Book a Complimentary Consultation

Heidi brings to the firm 16 years of financial advisory experience. She got her start at Merrill Lynch in September of 2008 in Southern California. While at Bank of America, she was promoted from Merrill Edge to US Trust.

In 2014, Heidi and her husband Stan moved their family to New Mexico – her childhood home, and the state for which her family traces back over 300 years. From New Mexico, Heidi has served as Private Client Advisor for TIAA, Bank of the West, as well as, for the last three years, JP Morgan. Her expertise ranges from financial planning to private banking and credit.

Heidi holds a Bachelor’s degree from the University of Texas and the designations of Wealth Management Certified Professional®, a Sports & Entertainment Accredited Wealth Management Advisor™, and Certified Divorce Financial Analyst®. She enjoys traveling, cooking, yoga, horses, and all things woodworking/DIY, but most importantly hanging out with her three children Cruz, 10, Eva,10, Olivia, 7, and their dog Raven.

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Career Highlights
  • With 16 years of experience in the wealth management business and having most recently spent time as a financial advisor at JP Morgan, Heidi brings an impressive background to SteelPeak.
  • She holds the designations of Wealth Management Certified Professional®, Sports & Entertainment Accredited Wealth Management Advisor™, and Certified Divorce Financial Analyst.
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Why did you get into wealth management?
I chose to go into wealth management because I've always been fascinated by the intersection of financial health and literacy and personal goals.
What do you enjoy most about the work you do for SteelPeak clients?
What I enjoy most abut the work I do with clients is the opportunity to build deep, trusting relationships and make a tangible difference in their lives.
What do you love to do outside of work?
Spending time with my kids, woodworking, gardening, all things creative.
What is your favorite book or quote?
The Four Agreements by don Miguel Ruiz
Schedule a Meeting with
Heidi
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Cecilia Escobar
Senior Client Service Associate
Stephanie Valderrama
Administrative Assistant
Michelle Nanoff
Senior Client Service Associate
Josh Lev
Alternative Investment Associate
Wyatt Gibson
Junior Tax Associate
Wayne T. Slappy
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Ryan Santiago
Operations Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
JP Tran
Client Service Associate
Flavia Nunes
Wealth Advisor
Tyler Resh
Chief Growth Officer
Charlotte Perkinson
HR & Talent Manager
Maddie Zakarian
Administrative Specialist
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Raesa Martin
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Drew Clanton
Operations Associate
Annie Heller
Client Service Associate
Rachel Otto
Staff Accountant
Katherine Neto, AWMA®
Client Service Associate
Stacy Borek, CFP®
Senior Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brendan Finneran
Senior Portfolio Manager
Joe Fusaro
Director of Operations
Mike Shotton
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Bardia Maghami
Fund Operations Associate
Samantha Orellana
Client Service Associate
James Cordle
Senior Trader
Rich Winer
Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Alexandra Miller
Full Charge Bookkeeper
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CPA
Wealth Advisor
Andy Rosas
Operations Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Lisa Tashtchian
Senior Client Service Associate
Roger Lopez
Wealth Advisor
Dylan Drake
Marketing Associate
Sam Sosa, J.D.
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Lexi Shaheri
Client Service Associate
Leonard Green
Compliance Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Anthony Kim
Portfolio Manager
Pete Alliegro, CFA
Director of Business Development
Peter Amling, CFP®
Wealth Advisor
Tony Walsh
Chief Operating Officer
Nicolo Gori
Client Service Associate
Brandon McAuslen
Portfolio Manager
Luke Everhart
Business Development Associate
Michael Nader, EA
Tax Associate
Benjamin Kanter
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Kim Zajic
Chief Administration Officer
Kingsley Choi
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Nina Weiss
Client Service Associate
Joshua Fein
Controller
Andrea Chandos
Senior Tax Administrator
Lucas McDonnell
Client Service Associate