Heidi L. Alten

Heidi started with Exemplar Financial Network as a Receptionist at the Crystal Lake office in 1995 after working many years as a Manger in retail store. Within a short time at Exemplar, Heidi’s interest in the financial planning process was piqued and she decided to stretch into a new role of Administrative Assistant. As one of the first Administrative Professionals for Exemplar, she saw a real need for seamless training that would allow individuals to move into this crucial team position. Heidi assisted in developing a regional training program for administrative professionals and began training other administrative assistants in 1999. Heidi’s natural, easy going demeanor and consummate professionalism made her a natural fit in training administrative assistants to prepare them for their responsibilities and understand how to help their representative’s clients through great service and organization. The impact the financial planning process can have on the lives of clients inspired Heidi to become a Wealth Advisor in 2012.

Currently Heidi is part of the Walworth, WI Exemplar Team. Since joining them in 1998, they share a vision of helping others pursue their goals and dreams. Heidi is passionate about assisting people, of all ages with becoming financially educated, understanding investing and working towards what they desire both personally and financially, with a clear plan.