Heidi Oakley, AIF®
Finra SIE, Series 6, 63 & 65 registrations through Commonwealth Financial Network
Years of customer service and being a small business owner have provided Heidi with a “big picture view.” Her customer service skills, strong work ethic, loyalty and integrity align perfectly with the KDI team.
After years of leadership experience in retail, property & restaurant management she found her true joy in the financial planning industry. Years as an assistant exposed her to a deep desire to become an associate advisor. Heidi’s qualities shine brightest while assisting clients in achieving their financial goals.
Heidi and, the love of her life, husband John have resided in Tucson since 1992. In her spare time, she enjoys baking, cooking, cycling, and traveling. She also enjoys adding adventures to her ‘bucket list’!