Heidi Oakley, AIF®
Associate Advisor, Operations Manager
- Finra SIE, Series 6, 63 & 65 registrations through Commonwealth Financial Network
Accredited Investment Fiduciary AIF FI360, Pittsburg, Pennsylvania
Heidi brings a distinct blend of customer service experience, small business ownership, and leadership experience across diverse industries, granting her a valuable "big picture view." However, it wasn't until she stepped into the financial planning realm that she uncovered her true passion. Guided by her team-oriented mindset and unwavering dedication, she now thrives as a key member of the KDI team, consistently delivering exceptional service to clients and helping them achieve their financial aspirations.
Beyond her professional pursuits, Heidi cherishes her fulfilling personal life alongside her husband, John, whom she considers the love of her life. Having been residents of Tucson since 1992, they have built a life together filled with happiness. During her leisure time, she finds pleasure in the company of her dogs, engaging in jigsaw puzzles, baking, cooking, cycling, and exploring the world through travel.