Heidi serves as Senior Retirement Plan Officer for Midland Wealth Management. She partners with plan sponsors to support retirement plan design, administration, vendor coordination, and ongoing plan management. Heidi works closely with clients to understand their organization's goals, manage key plan initiatives, and navigate regulatory and operational considerations.

Heidi brings more than 20 years of experience in the retirement plan industry, with a background spanning plan consulting, relationship management, implementation, and administration. Prior to joining Midland, she served in senior retirement services and consulting roles, working with plan sponsors on plan design, fiduciary considerations, and investment needs. Earlier in her career, Heidi spent more than 15 years with Lincoln Financial Group, where she held leadership and relationship management roles supporting large retirement plans.